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 | $2,167 | $106,515-98.0% | $96,683-97.8% | $139,434-98.4% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 34.41% | 38.43%-4.0pp | 35.69%-1.3pp | 372.94%-338.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,076 | $5,454-80.3% | $4,878-78.0% | $6,710-84.0% |
| Admin fee / account holder | $189 | $7,877-97.6% | $6,730-97.2% | $11,403-98.3% |