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 5-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 | $1,368 | $78,926-98.3% | $136,749-99.0% | $84,808-98.4% |
| Participation rate | 88.1% | 62.2%+25.9pp | 72.1%+16.0pp | 68.3%+19.8pp |
| Annual return | 17.20% | 18.17%-1.0pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $443 | $3,168-86.0% | $4,692-90.5% | $4,212-89.5% |
| Admin fee / account holder | $214 | $6,369-96.6% | $11,386-98.1% | $7,344-97.1% |