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 | $1,006 | $64,480-98.4% | $81,382-98.8% | $80,856-98.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.6%+7.4pp |
| Annual return | 15.24% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $421 | $3,094-86.4% | $3,883-89.2% | $4,296-90.2% |
| Admin fee / account holder | $177 | $5,671-96.9% | $5,768-96.9% | $6,918-97.4% |