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 7-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 | $1,622 | $54,762-97.0% | $90,281-98.2% | $72,985-97.8% |
| Participation rate | 94.2% | 65.1%+29.1pp | 73.3%+21.0pp | 69.5%+24.7pp |
| Annual return | 33.50% | 30.63%+2.9pp | 78.10%-44.6pp | 81.00%-47.5pp |
| Employer contribution / active EE | $866 | $2,092-58.6% | $2,854-69.7% | $2,440-64.5% |
| Participant deferral / active EE | $567 | $2,887-80.4% | $3,885-85.4% | $3,607-84.3% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |