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 | $3,700 | $201,272-98.2% | $184,203-98.0% | $145,922-97.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.96% | 29.00%-8.0pp | 28.81%-7.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,523 | $7,022-78.3% | $6,427-76.3% | $4,660-67.3% |
| Participant deferral / active EE | $1,826 | $9,806-81.4% | $9,131-80.0% | $6,688-72.7% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.8% |