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 | $3,336 | $175,202-98.1% | $149,673-97.8% | $139,434-97.6% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 47.19% | 166.71%-119.5pp | 134.42%-87.2pp | 372.94%-325.8pp |
| Employer contribution / active EE | $1,247 | $5,474-77.2% | $4,818-74.1% | $4,751-73.8% |
| Participant deferral / active EE | $1,740 | $6,519-73.3% | $5,680-69.4% | $6,710-74.1% |
| Admin fee / account holder | $114 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |