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 | $2,832 | $80,717-96.5% | $154,803-98.2% | $84,808-96.7% |
| Participation rate | 75.4% | 66.8%+8.6pp | 78.1%-2.7pp | 68.3%+7.1pp |
| Annual return | 22.82% | 37.96%-15.1pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $795 | $3,303-75.9% | $5,540-85.6% | $4,212-81.1% |
| Admin fee / account holder | $140 | $6,746-97.9% | $14,329-99.0% | $7,344-98.1% |