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 | $2,312 | $179,726-98.7% | $156,263-98.5% | $142,382-98.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 22.39% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,201 | $6,956-82.7% | $6,158-80.5% | $6,507-81.5% |
| Admin fee / account holder | $7 | $17,272-100.0% | $14,255-100.0% | $12,624-99.9% |