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 10-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 | $2,743 | $45,073-93.9% | $69,455-96.1% | $72,985-96.2% |
| Participation rate | 71.7% | 68.5%+3.2pp | 74.6%-2.9pp | 69.5%+2.3pp |
| Annual return | 19.23% | 22.65%-3.4pp | 28.97%-9.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $174 | $2,602-93.3% | $3,535-95.1% | $3,607-95.2% |
| Admin fee / account holder | $7 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |