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 | $2,116 | $76,407-97.2% | $150,298-98.6% | $82,448-97.4% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 28.58% | 39.99%-11.4pp | 62.79%-34.2pp | 41.64%-13.1pp |
| Employer contribution / active EE | $465 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $692 | $3,214-78.5% | $5,453-87.3% | $4,139-83.3% |
| Admin fee / account holder | $276 | $6,352-95.7% | $14,116-98.0% | $7,234-96.2% |