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 | $2,836 | $48,795-94.2% | $65,493-95.7% | $84,808-96.7% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 14.39% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $667 | $1,930-65.4% | $2,574-74.1% | $2,631-74.7% |
| Participant deferral / active EE | $757 | $2,928-74.2% | $3,961-80.9% | $4,212-82.0% |
| Admin fee / account holder | $289 | $3,877-92.5% | $5,028-94.3% | $7,344-96.1% |