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 | $546 | $51,638-98.9% | $68,368-99.2% | $82,448-99.3% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 24.27% | 37.53%-13.3pp | 292.57%-268.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $206 | $2,914-92.9% | $4,123-95.0% | $4,139-95.0% |
| Admin fee / account holder | $28 | $4,643-99.4% | $5,150-99.5% | $7,234-99.6% |