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 3-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 | $1,940 | $81,248-97.6% | $155,509-98.8% | $80,856-97.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 19.75% | 33.31%-13.6pp | 64.67%-44.9pp | 35.59%-15.8pp |
| Employer contribution / active EE | $569 | $3,100-81.6% | $4,672-87.8% | $2,755-79.3% |
| Participant deferral / active EE | $657 | $3,452-81.0% | $5,626-88.3% | $4,296-84.7% |
| Admin fee / account holder | $122 | $7,997-98.5% | $15,912-99.2% | $6,918-98.2% |