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 | $2,357 | $54,705-95.7% | $71,209-96.7% | $84,808-97.2% |
| Participation rate | 80.3% | 64.1%+16.3pp | 73.8%+6.6pp | 68.3%+12.0pp |
| Annual return | 25.83% | 35.90%-10.1pp | 282.51%-256.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $476 | $2,158-77.9% | $2,721-82.5% | $2,631-81.9% |
| Participant deferral / active EE | $515 | $3,030-83.0% | $4,175-87.7% | $4,212-87.8% |
| Admin fee / account holder | $166 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |