See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,595 | $53,053-97.0% | $126,539-98.7% | $74,304-97.9% |
| Participation rate | 73.5% | 48.0%+25.5pp | 69.8%+3.7pp | 60.3%+13.2pp |
| Annual return | 21.32% | 29.46%-8.1pp | 425.95%-404.6pp | 29.43%-8.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $427 | $2,303-81.5% | $4,083-89.5% | $3,767-88.7% |
| Admin fee / account holder | $165 | $3,698-95.5% | $6,065-97.3% | $2,969-94.5% |