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 | $16,874 | $65,703-74.3% | $94,224-82.1% | $59,632-71.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.14% | 5.22%-5.1pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $541 | $2,021-73.2% | $3,587-84.9% | $2,203-75.5% |
| Participant deferral / active EE | $855 | $3,143-72.8% | $4,320-80.2% | $3,192-73.2% |
| Admin fee / account holder | $211 | $4,264-95.0% | $6,269-96.6% | $4,297-95.1% |