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 4-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 | $5,130 | $48,795-89.5% | $65,493-92.2% | $84,808-94.0% |
| Participation rate | 89.6% | 67.0%+22.6pp | 73.1%+16.5pp | 68.3%+21.3pp |
| Annual return | 19.89% | 20.20%-0.3pp | 982.45%-962.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $610 | $1,930-68.4% | $2,574-76.3% | $2,631-76.8% |
| Participant deferral / active EE | $703 | $2,928-76.0% | $3,961-82.2% | $4,212-83.3% |
| Admin fee / account holder | $261 | $3,877-93.3% | $5,028-94.8% | $7,344-96.4% |