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 | $4,429 | $93,571-95.3% | $135,903-96.7% | $75,163-94.1% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 26.43% | 30.90%-4.5pp | 68.23%-41.8pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,525 | $3,537-56.9% | $4,856-68.6% | $2,670-42.9% |
| Participant deferral / active EE | $1,923 | $6,404-70.0% | $7,758-75.2% | $4,125-53.4% |
| Admin fee / account holder | $59 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |