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 | $5,820 | $83,427-93.0% | $115,756-95.0% | $68,494-91.5% |
| Participation rate | 97.1% | 71.9%+25.2pp | 77.1%+20.0pp | 67.9%+29.2pp |
| Annual return | -15.90% | -10.95%-5.0pp | 143.14%-159.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,448 | $3,075-52.9% | $3,793-61.8% | $2,596-44.2% |
| Participant deferral / active EE | $1,178 | $5,355-78.0% | $6,254-81.2% | $4,027-70.8% |
| Admin fee / account holder | $97 | $5,708-98.3% | $8,124-98.8% | $5,403-98.2% |