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 8-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 | $2,432 | $64,909-96.3% | $82,313-97.0% | $62,292-96.1% |
| Participation rate | 97.3% | 74.9%+22.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,349 | $1,676-19.5% | $2,428-44.5% | $2,042-34.0% |
| Participant deferral / active EE | $1,423 | $3,103-54.2% | $3,706-61.6% | $3,169-55.1% |
| Admin fee / account holder | $40 | $440-90.8% | $5,608-99.3% | $479-91.6% |