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 | $1,559 | $94,338-98.3% | $100,534-98.4% | $142,382-98.9% |
| Participation rate | 81.8% | 81.7%+0.1pp | 80.6%+1.2pp | 80.1%+1.7pp |
| Annual return | 31.18% | 29.20%+2.0pp | 32.66%-1.5pp | 217.08%-185.9pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $667 | $5,934-88.8% | $6,144-89.1% | $6,507-89.7% |
| Admin fee / account holder | $24 | $8,421-99.7% | $7,654-99.7% | $12,624-99.8% |