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 | $3,563 | $108,919-96.7% | $100,391-96.5% | $145,922-97.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.47% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $594 | $4,419-86.6% | $3,942-84.9% | $4,660-87.3% |
| Participant deferral / active EE | $1,002 | $8,445-88.1% | $8,082-87.6% | $6,688-85.0% |
| Admin fee / account holder | $31 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |