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 7-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 | $4,917 | $127,065-96.1% | $113,168-95.7% | $142,382-96.5% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 21.49% | 24.03%-2.5pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $729 | $5,716-87.2% | $5,107-85.7% | $6,507-88.8% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |