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 4-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 | $3,363 | $74,927-95.5% | $101,794-96.7% | $84,808-96.0% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 25.63% | 18.70%+6.9pp | 30.53%-4.9pp | 40.90%-15.3pp |
| Employer contribution / active EE | $359 | $1,522-76.4% | $2,289-84.3% | $2,631-86.3% |
| Participant deferral / active EE | $342 | $3,099-89.0% | $4,084-91.6% | $4,212-91.9% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |