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 | $1,097 | $80,717-98.6% | $154,803-99.3% | $84,808-98.7% |
| Participation rate | 78.7% | 66.8%+11.9pp | 78.1%+0.7pp | 68.3%+10.4pp |
| Annual return | 24.64% | 37.96%-13.3pp | 58.88%-34.2pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $562 | $3,303-83.0% | $5,540-89.8% | $4,212-86.6% |
| Admin fee / account holder | $51 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |