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 4-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 | $10,736 | $154,117-93.0% | $129,995-91.7% | $139,434-92.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 17.17% | 32.48%-15.3pp | -137.18%+154.4pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,537 | $5,289-52.0% | $4,320-41.3% | $4,751-46.6% |
| Participant deferral / active EE | $15 | $6,710-99.8% | $5,820-99.7% | $6,710-99.8% |
| Admin fee / account holder | $84 | $14,007-99.4% | $10,614-99.2% | $11,403-99.3% |