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 | $12,201 | $148,534-91.8% | $135,903-91.0% | $139,434-91.2% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 27.93% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $4,086 | $5,243-22.1% | $4,856-15.9% | $4,751-14.0% |
| Participant deferral / active EE | $2,264 | $8,100-72.1% | $7,758-70.8% | $6,710-66.3% |
| Admin fee / account holder | $117 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |