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 | $76,407-96.3% | $150,298-98.1% | $82,448-96.6% |
| Participation rate | 75.4% | 66.4%+9.0pp | 77.8%-2.4pp | 68.1%+7.3pp |
| Annual return | 22.82% | 39.99%-17.2pp | 62.79%-40.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $795 | $3,214-75.3% | $5,453-85.4% | $4,139-80.8% |
| Admin fee / account holder | $140 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |