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 | $1,500 | $78,520-98.1% | $96,576-98.4% | $82,448-98.2% |
| Participation rate | 76.3% | 77.7%-1.5pp | 81.4%-5.2pp | 68.1%+8.2pp |
| Annual return | 25.59% | 41.30%-15.7pp | 38.47%-12.9pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $289 | $6,754-95.7% | $7,956-96.4% | $4,139-93.0% |
| Admin fee / account holder | $16 | $13,455-99.9% | $11,381-99.9% | $7,234-99.8% |