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 | $2,742 | $80,717-96.6% | $154,803-98.2% | $84,808-96.8% |
| Participation rate | 70.2% | 66.8%+3.4pp | 78.1%-7.9pp | 68.3%+1.9pp |
| Annual return | 21.47% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $721 | $3,303-78.2% | $5,540-87.0% | $4,212-82.9% |
| Admin fee / account holder | $208 | $6,746-96.9% | $14,329-98.6% | $7,344-97.2% |