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 | $1,790 | $202,432-99.1% | $169,368-98.9% | $139,434-98.7% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $864 | $4,692-81.6% | $4,013-78.5% | $4,751-81.8% |
| Participant deferral / active EE | $947 | $6,938-86.3% | $6,221-84.8% | $6,710-85.9% |
| Admin fee / account holder | $147 | $10,708-98.6% | $9,003-98.4% | $11,403-98.7% |