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 | $15,688 | $149,679-89.5% | $117,039-86.6% | $147,584-89.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.26% | 19.31%-7.1pp | 18.95%-6.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,333 | $4,937-32.5% | $3,785-11.9% | $4,876-31.6% |
| Participant deferral / active EE | $1,096 | $4,912-77.7% | $3,929-72.1% | $5,439-79.8% |
| Admin fee / account holder | $137 | $7,856-98.3% | $5,974-97.7% | $10,885-98.7% |