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 7-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 | $1,351 | $117,381-98.8% | $99,443-98.6% | $152,861-99.1% |
| Participation rate | 92.9% | 77.5%+15.3pp | 73.8%+19.0pp | 82.4%+10.4pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $572 | $3,013-81.0% | $2,540-77.5% | $4,762-88.0% |
| Participant deferral / active EE | $689 | $4,086-83.1% | $3,619-81.0% | $5,850-88.2% |
| Admin fee / account holder | $2 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |