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 7-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 | $492 | $118,101-99.6% | $106,387-99.5% | $75,289-99.3% |
| Participation rate | 70.3% | 81.4%-11.1pp | 77.5%-7.2pp | 72.4%-2.1pp |
| Annual return | 0.00% | -2.42%+2.4pp | 0.25%-0.3pp | -0.04%0pp |
| Employer contribution / active EE | $0 | $2,880-100.0% | $3,520-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $397 | $4,681-91.5% | $5,421-92.7% | $3,739-89.4% |
| Admin fee / account holder | $0 | $85-100.0% | $7,510-100.0% | $102-100.0% |