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 | $4,524 | $58,577-92.3% | $83,333-94.6% | $64,186-93.0% |
| Participation rate | 91.2% | 72.0%+19.1pp | 77.8%+13.4pp | 69.6%+21.6pp |
| Annual return | -7.48% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,136 | $4,654-75.6% | $5,565-79.6% | $3,470-67.3% |
| Admin fee / account holder | $5 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |