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 | $4,739 | $117,841-96.0% | $102,423-95.4% | $145,922-96.8% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 25.33% | 31.65%-6.3pp | 29.32%-4.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $912 | $3,615-74.8% | $3,023-69.8% | $4,660-80.4% |
| Participant deferral / active EE | $1,502 | $5,731-73.8% | $5,053-70.3% | $6,688-77.5% |
| Admin fee / account holder | $16 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |