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 | $3,153 | $71,050-95.6% | $93,606-96.6% | $80,856-96.1% |
| Participation rate | 82.1% | 60.4%+21.6pp | 68.7%+13.3pp | 67.6%+14.4pp |
| Annual return | 13.94% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $537 | $1,564-65.7% | $2,420-77.8% | $2,755-80.5% |
| Participant deferral / active EE | $1,074 | $4,034-73.4% | $4,411-75.7% | $4,296-75.0% |
| Admin fee / account holder | $61 | $6,945-99.1% | $8,285-99.3% | $6,918-99.1% |