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 | $1,238 | $88,634-98.6% | $101,326-98.8% | $74,304-98.3% |
| Participation rate | 82.5% | 76.9%+5.7pp | 81.5%+1.0pp | 60.3%+22.2pp |
| Annual return | 23.21% | 33.10%-9.9pp | 36.82%-13.6pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $587 | $7,322-92.0% | $7,994-92.7% | $3,767-84.4% |
| Admin fee / account holder | $142 | $2,425-94.1% | $11,185-98.7% | $2,969-95.2% |