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 6-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 | $1,824 | $79,944-97.7% | $98,439-98.1% | $75,163-97.6% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.2%+18.3pp | 67.2%+26.3pp |
| Annual return | 20.75% | 19.75%+1.0pp | 21.16%-0.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $255 | $3,752-93.2% | $4,738-94.6% | $4,125-93.8% |
| Admin fee / account holder | $7 | $6,840-99.9% | $8,948-99.9% | $5,651-99.9% |