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 | $3,669 | $80,717-95.5% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 113.52% | 37.96%+75.6pp | 58.88%+54.6pp | 40.90%+72.6pp |
| Employer contribution / active EE | $767 | $2,761-72.2% | $4,305-82.2% | $2,631-70.8% |
| Participant deferral / active EE | $808 | $3,303-75.5% | $5,540-85.4% | $4,212-80.8% |
| Admin fee / account holder | $202 | $6,746-97.0% | $14,329-98.6% | $7,344-97.2% |