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 5-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 | $1,965 | $54,705-96.4% | $71,209-97.2% | $84,808-97.7% |
| Participation rate | 86.5% | 64.1%+22.5pp | 73.8%+12.8pp | 68.3%+18.2pp |
| Annual return | 17.32% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $490 | $3,030-83.8% | $4,175-88.3% | $4,212-88.4% |
| Admin fee / account holder | $227 | $4,863-95.3% | $5,349-95.8% | $7,344-96.9% |