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 | $4,280 | $88,672-95.2% | $105,223-95.9% | $82,448-94.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.75% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $996 | $3,048-67.3% | $3,689-73.0% | $2,551-61.0% |
| Participant deferral / active EE | $1,537 | $4,036-61.9% | $5,072-69.7% | $4,139-62.9% |
| Admin fee / account holder | $88 | $7,146-98.8% | $8,859-99.0% | $7,234-98.8% |