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 | $124,425-96.0% | $112,040-95.6% | $137,256-96.4% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 21.49% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $729 | $5,718-87.3% | $5,098-85.7% | $6,407-88.6% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |