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 | $2,605 | $99,918-97.4% | $81,382-96.8% | $145,922-98.2% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 14.05% | 34.32%-20.3pp | 24.73%-10.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $486 | $2,978-83.7% | $2,463-80.3% | $4,660-89.6% |
| Participant deferral / active EE | $825 | $4,605-82.1% | $3,883-78.8% | $6,688-87.7% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |