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 6-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 | $2,180 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.8pp | 68.3%+25.6pp |
| Annual return | 20.01% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $640 | $3,303-80.6% | $5,540-88.4% | $4,212-84.8% |
| Admin fee / account holder | $120 | $6,746-98.2% | $14,329-99.2% | $7,344-98.4% |