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 5-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 | $2,597 | $68,413-96.2% | $123,104-97.9% | $55,191-95.3% |
| Participation rate | 81.3% | 84.5%-3.3pp | 86.8%-5.5pp | 69.2%+12.1pp |
| Annual return | 0.00% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,518 | $4,490-66.2% | $6,230-75.6% | $3,046-50.2% |
| Admin fee / account holder | $19 | $88-78.9% | $9,015-99.8% | $91-79.6% |