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 5-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 | $5,292 | $101,883-94.8% | $453,369-98.8% | $85,850-93.8% |
| Participation rate | 91.2% | 72.3%+18.9pp | 78.0%+13.2pp | 69.3%+21.9pp |
| Annual return | 16.19% | 25.38%-9.2pp | 64.40%-48.2pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,358 | $2,847-52.3% | $4,070-66.6% | $2,565-47.1% |
| Participant deferral / active EE | $858 | $4,782-82.1% | $6,209-86.2% | $3,952-78.3% |
| Admin fee / account holder | $237 | $5,706-95.8% | $11,209-97.9% | $6,260-96.2% |