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 | $1,036 | $58,627-98.2% | $76,735-98.6% | $82,448-98.7% |
| Participation rate | 77.8% | 63.2%+14.6pp | 69.5%+8.3pp | 68.1%+9.7pp |
| Annual return | 25.74% | 39.10%-13.4pp | 29.77%-4.0pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $365 | $3,134-88.3% | $4,088-91.1% | $4,139-91.2% |
| Admin fee / account holder | $80 | $5,323-98.5% | $7,189-98.9% | $7,234-98.9% |