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 | $5,826 | $70,475-91.7% | $100,516-94.2% | $79,858-92.7% |
| Participation rate | 91.2% | 73.7%+17.5pp | 79.4%+11.8pp | 69.6%+21.5pp |
| Annual return | 14.26% | 21.90%-7.6pp | 30.89%-16.6pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,225 | $5,181-76.4% | $6,270-80.5% | $3,740-67.2% |
| Admin fee / account holder | $282 | $4,478-93.7% | $8,081-96.5% | $5,306-94.7% |