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 6-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 | $1,366 | $58,512-97.7% | $84,015-98.4% | $72,985-98.1% |
| Participation rate | 93.4% | 61.2%+32.2pp | 69.0%+24.4pp | 69.5%+24.0pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $279 | $1,163-76.0% | $1,983-85.9% | $2,440-88.5% |
| Participant deferral / active EE | $618 | $2,394-74.2% | $3,239-80.9% | $3,607-82.9% |
| Admin fee / account holder | $80 | $4,569-98.2% | $6,101-98.7% | $5,124-98.4% |