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 8-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 | $1,497 | $89,355-98.3% | $141,162-98.9% | $72,985-97.9% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 74.94% | 111.85%-36.9pp | 71.39%+3.5pp | 81.00%-6.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,792 | $5,418-66.9% | $6,709-73.3% | $3,607-50.3% |
| Admin fee / account holder | $75 | $5,958-98.7% | $10,261-99.3% | $5,124-98.5% |