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 | $2,975 | $112,729-97.4% | $98,716-97.0% | $137,256-97.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.3%+11.7pp | 80.0%+1.0pp |
| Annual return | 28.59% | 38.48%-9.9pp | 31.81%-3.2pp | 220.34%-191.8pp |
| Employer contribution / active EE | $602 | $2,725-77.9% | $2,279-73.6% | $4,156-85.5% |
| Participant deferral / active EE | $602 | $4,640-87.0% | $4,048-85.1% | $6,407-90.6% |
| Admin fee / account holder | $214 | $10,129-97.9% | $8,703-97.5% | $12,270-98.3% |