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 | $9,522 | $161,352-94.1% | $134,172-92.9% | $137,256-93.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.86% | 28.72%-18.9pp | 25.30%-15.4pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,718 | $4,099-58.1% | $3,420-49.8% | $4,156-58.7% |
| Participant deferral / active EE | $1,196 | $5,552-78.5% | $4,690-74.5% | $6,407-81.3% |
| Admin fee / account holder | $86 | $15,028-99.4% | $12,016-99.3% | $12,270-99.3% |