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 | $8,317 | $148,534-94.4% | $135,903-93.9% | $139,434-94.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.23% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,704 | $5,243-67.5% | $4,856-64.9% | $4,751-64.1% |
| Participant deferral / active EE | $2,383 | $8,100-70.6% | $7,758-69.3% | $6,710-64.5% |
| Admin fee / account holder | $258 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |