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 | $2,053 | $64,480-96.8% | $81,382-97.5% | $80,856-97.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.6%+12.4pp |
| Annual return | 13.16% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $915 | $3,094-70.4% | $3,883-76.4% | $4,296-78.7% |
| Admin fee / account holder | $155 | $5,671-97.3% | $5,768-97.3% | $6,918-97.8% |