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 6-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 | $3,383 | $95,803-96.5% | $113,168-97.0% | $84,808-96.0% |
| Participation rate | 84.8% | 72.9%+12.0pp | 76.6%+8.3pp | 68.3%+16.5pp |
| Annual return | 24.02% | 25.00%-1.0pp | 24.27%-0.2pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,094 | $4,242-74.2% | $5,107-78.6% | $4,212-74.0% |
| Admin fee / account holder | $238 | $8,989-97.4% | $12,068-98.0% | $7,344-96.8% |