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 | $2,351 | $71,516-96.7% | $98,439-97.6% | $71,457-96.7% |
| Participation rate | 81.2% | 72.7%+8.5pp | 75.2%+6.0pp | 67.9%+13.3pp |
| Annual return | 0.00% | 32.41%-32.4pp | 21.16%-21.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $688 | $2,399-71.3% | $3,048-77.4% | $2,588-73.4% |
| Participant deferral / active EE | $1,236 | $4,109-69.9% | $4,738-73.9% | $4,289-71.2% |
| Admin fee / account holder | $11 | $1,675-99.3% | $8,948-99.9% | $1,587-99.3% |