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 | $7,195 | $80,968-91.1% | $96,544-92.5% | $75,163-90.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.14% | 27.06%-5.9pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,261 | $2,282-44.7% | $2,965-57.5% | $2,670-52.8% |
| Participant deferral / active EE | $1,018 | $3,928-74.1% | $4,851-79.0% | $4,125-75.3% |
| Admin fee / account holder | $267 | $6,724-96.0% | $8,252-96.8% | $5,651-95.3% |