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 | $1,212 | $49,915-97.6% | $154,803-99.2% | $74,304-98.4% |
| Participation rate | 73.2% | 54.0%+19.3pp | 78.1%-4.8pp | 60.3%+12.9pp |
| Annual return | 22.55% | 34.06%-11.5pp | 58.88%-36.3pp | 29.43%-6.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $348 | $2,255-84.6% | $5,540-93.7% | $3,767-90.8% |
| Admin fee / account holder | $55 | $2,189-97.5% | $14,329-99.6% | $2,969-98.2% |