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 | $2,746 | $77,503-96.5% | $100,391-97.3% | $80,856-96.6% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 34.64% | 37.20%-2.6pp | 49.20%-14.6pp | 35.59%-1.0pp |
| Employer contribution / active EE | $590 | $2,801-78.9% | $3,942-85.0% | $2,755-78.6% |
| Participant deferral / active EE | $1,503 | $6,820-78.0% | $8,082-81.4% | $4,296-65.0% |
| Admin fee / account holder | $292 | $5,897-95.1% | $7,899-96.3% | $6,918-95.8% |