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 7-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 | $904 | $81,248-98.9% | $155,509-99.4% | $80,856-98.9% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.5pp | 67.6%+3.0pp |
| Annual return | 16.09% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $402 | $3,452-88.4% | $5,626-92.9% | $4,296-90.7% |
| Admin fee / account holder | $11 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |