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 | $6,615 | $127,065-94.8% | $113,168-94.2% | $142,382-95.4% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 32.65% | 24.03%+8.6pp | 24.27%+8.4pp | 217.08%-184.4pp |
| Employer contribution / active EE | $1,286 | $3,442-62.6% | $2,975-56.8% | $4,299-70.1% |
| Participant deferral / active EE | $1,495 | $5,716-73.8% | $5,107-70.7% | $6,507-77.0% |
| Admin fee / account holder | $25 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |