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 | $1,594 | $97,125-98.4% | $86,233-98.2% | $137,256-98.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.25% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $271 | $2,841-90.5% | $2,504-89.2% | $4,156-93.5% |
| Participant deferral / active EE | $271 | $5,180-94.8% | $4,559-94.1% | $6,407-95.8% |
| Admin fee / account holder | $109 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |