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 8-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 | $809 | $49,280-98.4% | $67,313-98.8% | $64,186-98.7% |
| Participation rate | 88.5% | 60.8%+27.7pp | 69.1%+19.4pp | 69.6%+18.9pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $381 | $1,668-77.2% | $2,566-85.2% | $2,381-84.0% |
| Participant deferral / active EE | $637 | $2,484-74.3% | $3,568-82.1% | $3,470-81.6% |
| Admin fee / account holder | $95 | $3,863-97.5% | $4,507-97.9% | $4,888-98.1% |