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 | $73,787-91.9% | $98,716-93.9% | $82,448-92.8% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.3%+17.2pp | 68.1%+18.4pp |
| Annual return | 19.31% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $500 | $1,511-66.9% | $2,279-78.1% | $2,551-80.4% |
| Participant deferral / active EE | $1,206 | $3,081-60.8% | $4,048-70.2% | $4,139-70.9% |
| Admin fee / account holder | $178 | $6,500-97.3% | $8,703-98.0% | $7,234-97.5% |