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 | $9,750 | $127,065-92.3% | $113,168-91.4% | $142,382-93.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 21.46% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,144 | $3,442-66.8% | $2,975-61.6% | $4,299-73.4% |
| Participant deferral / active EE | $1,805 | $5,716-68.4% | $5,107-64.6% | $6,507-72.3% |
| Admin fee / account holder | $245 | $15,736-98.4% | $12,068-98.0% | $12,624-98.1% |