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 | $1,618 | $95,453-98.3% | $112,040-98.6% | $82,448-98.0% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.5%+5.8pp | 68.1%+14.2pp |
| Annual return | 16.11% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $688 | $4,224-83.7% | $5,098-86.5% | $4,139-83.4% |
| Admin fee / account holder | $127 | $9,013-98.6% | $12,098-98.9% | $7,234-98.2% |