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 | $1,288 | $80,968-98.4% | $96,544-98.7% | $75,163-98.3% |
| Participation rate | 78.1% | 71.8%+6.4pp | 76.0%+2.2pp | 67.2%+10.9pp |
| Annual return | 34.43% | 27.06%+7.4pp | 25.84%+8.6pp | 160.62%-126.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $921 | $3,928-76.5% | $4,851-81.0% | $4,125-77.7% |
| Admin fee / account holder | $248 | $6,724-96.3% | $8,252-97.0% | $5,651-95.6% |