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 | $3,730 | $101,724-96.3% | $164,813-97.7% | $80,856-95.4% |
| Participation rate | 71.7% | 71.8%-0.2pp | 78.6%-6.9pp | 67.6%+4.0pp |
| Annual return | 12.31% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $935 | $4,477-79.1% | $6,031-84.5% | $4,296-78.2% |
| Admin fee / account holder | $162 | $8,227-98.0% | $12,690-98.7% | $6,918-97.7% |