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 | $6,574 | $66,098-90.1% | $101,794-93.5% | $74,304-91.2% |
| Participation rate | 74.8% | 53.8%+21.0pp | 69.2%+5.6pp | 60.3%+14.4pp |
| Annual return | 21.47% | 19.59%+1.9pp | 30.53%-9.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $762 | $2,781-72.6% | $4,084-81.3% | $3,767-79.8% |
| Admin fee / account holder | $233 | $4,146-94.4% | $8,777-97.3% | $2,969-92.2% |