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 4-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 | $5,974 | $74,927-92.0% | $101,794-94.1% | $84,808-93.0% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.2%+17.3pp | 68.3%+18.1pp |
| Annual return | 19.31% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $500 | $1,522-67.1% | $2,289-78.2% | $2,631-81.0% |
| Participant deferral / active EE | $1,206 | $3,099-61.1% | $4,084-70.5% | $4,212-71.4% |
| Admin fee / account holder | $178 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |