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 | $709 | $72,277-99.0% | $101,248-99.3% | $79,858-99.1% |
| Participation rate | 84.8% | 68.5%+16.4pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 28.60% | 22.30%+6.3pp | 46.47%-17.9pp | 31.71%-3.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $432 | $3,282-86.8% | $4,370-90.1% | $3,740-88.5% |
| Admin fee / account holder | $23 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |