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 | $1,296 | $140,940-99.1% | $112,229-98.8% | $139,434-99.1% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 16.72% | 32.71%-16.0pp | 30.20%-13.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $655 | $5,874-88.9% | $4,798-86.4% | $6,710-90.2% |
| Admin fee / account holder | $12 | $9,954-99.9% | $7,748-99.9% | $11,403-99.9% |