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 8-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 | $2,793 | $77,813-96.4% | $123,544-97.7% | $64,186-95.6% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.3%-8.0pp | 69.6%+4.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,279 | $3,014-57.6% | $4,628-72.4% | $2,381-46.3% |
| Participant deferral / active EE | $1,380 | $5,240-73.7% | $6,426-78.5% | $3,470-60.2% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.8% | $4,888-99.5% |