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 | $827 | $54,705-98.5% | $71,209-98.8% | $84,808-99.0% |
| Participation rate | 82.0% | 64.1%+18.0pp | 73.8%+8.3pp | 68.3%+13.7pp |
| Annual return | 32.64% | 35.90%-3.3pp | 282.51%-249.9pp | 40.90%-8.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $541 | $3,030-82.1% | $4,175-87.0% | $4,212-87.1% |
| Admin fee / account holder | $76 | $4,863-98.4% | $5,349-98.6% | $7,344-99.0% |