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 7-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 | $5,831 | $60,022-90.3% | $88,946-93.4% | $84,808-93.1% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 21.54% | 22.43%-0.9pp | 57.82%-36.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $428 | $1,703-74.9% | $2,555-83.2% | $2,631-83.7% |
| Participant deferral / active EE | $784 | $3,114-74.8% | $4,581-82.9% | $4,212-81.4% |
| Admin fee / account holder | $54 | $4,811-98.9% | $8,261-99.4% | $7,344-99.3% |