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 | $1,268 | $49,915-97.5% | $154,803-99.2% | $74,304-98.3% |
| Participation rate | 80.0% | 54.0%+26.0pp | 78.1%+1.9pp | 60.3%+19.7pp |
| Annual return | 24.82% | 34.06%-9.2pp | 58.88%-34.1pp | 29.43%-4.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $501 | $2,255-77.8% | $5,540-91.0% | $3,767-86.7% |
| Admin fee / account holder | $123 | $2,189-94.4% | $14,329-99.1% | $2,969-95.9% |