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 | $6,367 | $94,031-93.2% | $115,768-94.5% | $82,448-92.3% |
| Participation rate | 81.6% | 70.4%+11.2pp | 74.4%+7.2pp | 68.1%+13.5pp |
| Annual return | 18.28% | 20.61%-2.3pp | 100.46%-82.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,512 | $3,972-61.9% | $4,917-69.3% | $4,139-63.5% |
| Admin fee / account holder | $198 | $10,249-98.1% | $12,439-98.4% | $7,234-97.3% |