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 | $2,025 | $48,795-95.8% | $65,493-96.9% | $84,808-97.6% |
| Participation rate | 83.0% | 67.0%+16.0pp | 73.1%+9.9pp | 68.3%+14.7pp |
| Annual return | 28.41% | 20.20%+8.2pp | 982.45%-954.0pp | 40.90%-12.5pp |
| Employer contribution / active EE | $523 | $1,930-72.9% | $2,574-79.7% | $2,631-80.1% |
| Participant deferral / active EE | $692 | $2,928-76.4% | $3,961-82.5% | $4,212-83.6% |
| Admin fee / account holder | $161 | $3,877-95.8% | $5,028-96.8% | $7,344-97.8% |