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 | $7,251 | $177,572-95.9% | $154,803-95.3% | $142,382-94.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 31.28% | 65.07%-33.8pp | 58.88%-27.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $1,330 | $4,810-72.3% | $4,305-69.1% | $4,299-69.1% |
| Participant deferral / active EE | $910 | $6,272-85.5% | $5,540-83.6% | $6,507-86.0% |
| Admin fee / account holder | $191 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |