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 9-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 | $2,625 | $58,512-95.5% | $84,015-96.9% | $72,985-96.4% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.1pp |
| Annual return | 24.27% | 28.93%-4.7pp | 71.31%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $828 | $2,394-65.4% | $3,239-74.4% | $3,607-77.0% |
| Admin fee / account holder | $230 | $4,569-95.0% | $6,101-96.2% | $5,124-95.5% |