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 | $1,758 | $80,717-97.8% | $154,803-98.9% | $84,808-97.9% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 22.26% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $331 | $2,761-88.0% | $4,305-92.3% | $2,631-87.4% |
| Participant deferral / active EE | $352 | $3,303-89.3% | $5,540-93.6% | $4,212-91.6% |
| Admin fee / account holder | $38 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |