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 | $1,620 | $140,940-98.9% | $112,229-98.6% | $139,434-98.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 32.42% | 32.71%-0.3pp | 30.20%+2.2pp | 372.94%-340.5pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $707 | $5,874-88.0% | $4,798-85.3% | $6,710-89.5% |
| Admin fee / account holder | $19 | $9,954-99.8% | $7,748-99.8% | $11,403-99.8% |