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 10-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 | $2,402 | $59,805-96.0% | $79,550-97.0% | $68,494-96.5% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.5%+23.0pp | 67.9%+24.6pp |
| Annual return | -17.24% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $813 | $3,024-73.1% | $3,985-79.6% | $4,027-79.8% |
| Admin fee / account holder | $126 | $4,835-97.4% | $6,832-98.2% | $5,403-97.7% |