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 | $5,637 | $80,673-93.0% | $101,326-94.4% | $84,808-93.4% |
| Participation rate | 73.1% | 77.8%-4.7pp | 81.5%-8.4pp | 68.3%+4.8pp |
| Annual return | 38.13% | 38.95%-0.8pp | 36.82%+1.3pp | 40.90%-2.8pp |
| Employer contribution / active EE | $626 | $2,698-76.8% | $3,665-82.9% | $2,631-76.2% |
| Participant deferral / active EE | $840 | $6,840-87.7% | $7,994-89.5% | $4,212-80.1% |
| Admin fee / account holder | $18 | $12,784-99.9% | $11,185-99.8% | $7,344-99.8% |