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 8-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 | $4,725 | $57,354-91.8% | $83,848-94.4% | $64,186-92.6% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.3pp | 69.6%+23.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,092 | $2,545+100.1% | $3,631+40.3% | $2,381+113.9% |
| Participant deferral / active EE | $293 | $2,993-90.2% | $4,082-92.8% | $3,470-91.6% |
| Admin fee / account holder | $26 | $4,046-99.4% | $5,478-99.5% | $4,888-99.5% |