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 | $5,129 | $64,839-92.1% | $95,585-94.6% | $84,808-94.0% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.3pp | 68.3%+15.0pp |
| Annual return | 20.83% | -670.96%+691.8pp | 38.56%-17.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $363 | $1,759-79.3% | $2,527-85.6% | $2,631-86.2% |
| Participant deferral / active EE | $523 | $2,965-82.3% | $4,023-87.0% | $4,212-87.6% |
| Admin fee / account holder | $126 | $5,964-97.9% | $6,127-97.9% | $7,344-98.3% |