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 | $94,625-93.3% | $116,228-94.5% | $84,808-92.5% |
| Participation rate | 81.6% | 70.4%+11.1pp | 74.6%+7.0pp | 68.3%+13.3pp |
| Annual return | 18.28% | 20.40%-2.1pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,512 | $3,972-61.9% | $4,953-69.5% | $4,212-64.1% |
| Admin fee / account holder | $198 | $10,091-98.0% | $11,989-98.3% | $7,344-97.3% |