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 3-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 | $3,215 | $108,825-97.0% | $156,181-97.9% | $82,448-96.1% |
| Participation rate | 82.5% | 72.4%+10.1pp | 78.8%+3.7pp | 68.1%+14.4pp |
| Annual return | 27.45% | 20.59%+6.9pp | 64.87%-37.4pp | 41.64%-14.2pp |
| Employer contribution / active EE | $858 | $2,870-70.1% | $4,294-80.0% | $2,551-66.4% |
| Participant deferral / active EE | $979 | $4,577-78.6% | $6,132-84.0% | $4,139-76.3% |
| Admin fee / account holder | $76 | $9,341-99.2% | $14,586-99.5% | $7,234-98.9% |