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 | $796 | $81,248-99.0% | $155,509-99.5% | $80,856-99.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 11.40% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $692 | $3,452-80.0% | $5,626-87.7% | $4,296-83.9% |
| Admin fee / account holder | $77 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |