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 | $424 | $57,541-99.3% | $95,745-99.6% | $75,163-99.4% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 27.41% | 34.93%-7.5pp | 28.35%-0.9pp | 160.62%-133.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $278 | $3,074-91.0% | $4,245-93.5% | $4,125-93.3% |
| Admin fee / account holder | $15 | $4,099-99.6% | $5,678-99.7% | $5,651-99.7% |