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 | $109,413-97.1% | $156,263-97.9% | $84,808-96.2% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 27.45% | 20.18%+7.3pp | 59.47%-32.0pp | 40.90%-13.4pp |
| Employer contribution / active EE | $858 | $2,907-70.5% | $4,333-80.2% | $2,631-67.4% |
| Participant deferral / active EE | $979 | $4,590-78.7% | $6,158-84.1% | $4,212-76.8% |
| Admin fee / account holder | $76 | $9,357-99.2% | $14,255-99.5% | $7,344-99.0% |