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 10-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 | $1,293 | $113,935-98.9% | $94,224-98.6% | $125,391-99.0% |
| Participation rate | 78.6% | 82.9%-4.3pp | 78.8%-0.2pp | 83.2%-4.6pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,145 | $5,179-77.9% | $4,320-73.5% | $5,352-78.6% |
| Admin fee / account holder | $137 | $8,391-98.4% | $6,269-97.8% | $9,540-98.6% |