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 | $3,160 | $117,983-97.3% | $101,794-96.9% | $142,382-97.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 26.04% | 36.92%-10.9pp | 30.53%-4.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $627 | $2,773-77.4% | $2,289-72.6% | $4,299-85.4% |
| Participant deferral / active EE | $766 | $4,714-83.8% | $4,084-81.2% | $6,507-88.2% |
| Admin fee / account holder | $176 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |