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 4-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 | $7,108 | $127,065-94.4% | $113,168-93.7% | $142,382-95.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 31.44% | 24.03%+7.4pp | 24.27%+7.2pp | 217.08%-185.6pp |
| Employer contribution / active EE | $1,183 | $3,442-65.6% | $2,975-60.2% | $4,299-72.5% |
| Participant deferral / active EE | $1,288 | $5,716-77.5% | $5,107-74.8% | $6,507-80.2% |
| Admin fee / account holder | $14 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |