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 3-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 | $1,480 | $48,230-96.9% | $67,502-97.8% | $80,856-98.2% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 15.00% | 18.28%-3.3pp | 3512.12%-3497.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $542 | $2,924-81.5% | $4,000-86.4% | $4,296-87.4% |
| Admin fee / account holder | $166 | $3,681-95.5% | $3,998-95.9% | $6,918-97.6% |