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 | $3,905 | $154,117-97.5% | $129,995-97.0% | $139,434-97.2% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 19.79% | 32.48%-12.7pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,190 | $5,289-77.5% | $4,320-72.5% | $4,751-75.0% |
| Participant deferral / active EE | $1,124 | $6,710-83.3% | $5,820-80.7% | $6,710-83.3% |
| Admin fee / account holder | $37 | $14,007-99.7% | $10,614-99.7% | $11,403-99.7% |