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 | $5,387 | $175,202-96.9% | $149,673-96.4% | $139,434-96.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 23.26% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,382 | $5,474-74.8% | $4,818-71.3% | $4,751-70.9% |
| Participant deferral / active EE | $1,722 | $6,519-73.6% | $5,680-69.7% | $6,710-74.3% |
| Admin fee / account holder | $281 | $16,150-98.3% | $13,210-97.9% | $11,403-97.5% |