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 | $2,501 | $73,933-96.6% | $96,683-97.4% | $75,163-96.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 34.99% | 26.70%+8.3pp | 35.69%-0.7pp | 160.62%-125.6pp |
| Employer contribution / active EE | $815 | $2,928-72.2% | $3,737-78.2% | $2,670-69.5% |
| Participant deferral / active EE | $1,442 | $3,659-60.6% | $4,878-70.4% | $4,125-65.0% |
| Admin fee / account holder | $154 | $5,216-97.0% | $6,730-97.7% | $5,651-97.3% |