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 | $5,547 | $91,407-93.9% | $135,903-95.9% | $71,457-92.2% |
| Participation rate | 99.3% | 75.7%+23.6pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 21.35% | 29.90%-8.5pp | 68.23%-46.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,183 | $3,703-68.1% | $4,856-75.6% | $2,588-54.3% |
| Participant deferral / active EE | $1,515 | $7,092-78.6% | $7,758-80.5% | $4,289-64.7% |
| Admin fee / account holder | $225 | $1,266-82.2% | $10,762-97.9% | $1,587-85.8% |