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 9-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 | $3,103 | $97,044-96.8% | $83,333-96.3% | $135,375-97.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,388 | $4,143-66.5% | $3,379-58.9% | $4,779-71.0% |
| Participant deferral / active EE | $1,428 | $5,964-76.1% | $5,565-74.3% | $5,609-74.5% |
| Admin fee / account holder | $3 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |