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 | $1,913 | $80,968-97.6% | $96,544-98.0% | $75,163-97.5% |
| Participation rate | 78.4% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.2pp |
| Annual return | 39.67% | 27.06%+12.6pp | 25.84%+13.8pp | 160.62%-120.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,176 | $3,928-70.1% | $4,851-75.8% | $4,125-71.5% |
| Admin fee / account holder | $79 | $6,724-98.8% | $8,252-99.0% | $5,651-98.6% |