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 | $3,233 | $58,627-94.5% | $76,735-95.8% | $82,448-96.1% |
| Participation rate | 70.3% | 63.2%+7.1pp | 69.5%+0.8pp | 68.1%+2.2pp |
| Annual return | 22.40% | 39.10%-16.7pp | 29.77%-7.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $790 | $3,134-74.8% | $4,088-80.7% | $4,139-80.9% |
| Admin fee / account holder | $173 | $5,323-96.7% | $7,189-97.6% | $7,234-97.6% |