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 | $4,914 | $148,978-96.7% | $200,582-97.6% | $84,808-94.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 24.51% | 28.16%-3.7pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,801 | $4,815-62.6% | $6,419-71.9% | $2,631-31.5% |
| Participant deferral / active EE | $3,124 | $7,142-56.3% | $9,331-66.5% | $4,212-25.8% |
| Admin fee / account holder | $234 | $13,977-98.3% | $16,305-98.6% | $7,344-96.8% |