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 | $5,721 | $71,050-91.9% | $93,606-93.9% | $80,856-92.9% |
| Participation rate | 78.7% | 60.4%+18.3pp | 68.7%+10.0pp | 67.6%+11.1pp |
| Annual return | 11.74% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $920 | $1,564-41.1% | $2,420-62.0% | $2,755-66.6% |
| Participant deferral / active EE | $1,189 | $4,034-70.5% | $4,411-73.0% | $4,296-72.3% |
| Admin fee / account holder | $243 | $6,945-96.5% | $8,285-97.1% | $6,918-96.5% |