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 | $8,885 | $159,602-94.4% | $150,045-94.1% | $142,382-93.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 21.31% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,295 | $8,310-72.4% | $7,997-71.3% | $6,507-64.7% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |