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 5-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 | $2,397 | $89,753-97.3% | $107,525-97.8% | $84,808-97.2% |
| Participation rate | 88.6% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.3pp |
| Annual return | 26.30% | 29.48%-3.2pp | 181.32%-155.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $828 | $4,056-79.6% | $5,116-83.8% | $4,212-80.3% |
| Admin fee / account holder | $19 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |