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 3-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 | $3,085 | $99,877-96.9% | $84,966-96.4% | $145,922-97.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 15.78% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $787 | $3,231-75.6% | $2,727-71.1% | $4,660-83.1% |
| Participant deferral / active EE | $836 | $5,291-84.2% | $4,519-81.5% | $6,688-87.5% |
| Admin fee / account holder | $42 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |