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 | $60,892-94.7% | $82,389-96.1% | $84,808-96.2% |
| Participation rate | 70.3% | 63.3%+7.0pp | 69.5%+0.7pp | 68.3%+2.0pp |
| Annual return | 22.40% | 37.29%-14.9pp | 28.67%-6.3pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $790 | $3,179-75.1% | $4,155-81.0% | $4,212-81.2% |
| Admin fee / account holder | $173 | $5,467-96.8% | $7,231-97.6% | $7,344-97.6% |