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 | $5,717 | $135,952-95.8% | $123,892-95.4% | $273,961-97.9% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 12.71% | 56.63%-43.9pp | 47.52%-34.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,552 | $5,170-70.0% | $4,617-66.4% | $4,869-68.1% |
| Participant deferral / active EE | $1,048 | $6,343-83.5% | $5,984-82.5% | $5,287-80.2% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |