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 | $4,635 | $109,413-95.8% | $156,263-97.0% | $84,808-94.5% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 22.97% | 20.18%+2.8pp | 59.47%-36.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,677 | $4,590-63.5% | $6,158-72.8% | $4,212-60.2% |
| Admin fee / account holder | $12 | $9,357-99.9% | $14,255-99.9% | $7,344-99.8% |