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 | $8,019 | $89,355-91.0% | $141,162-94.3% | $72,985-89.0% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $799 | $3,114-74.4% | $4,735-83.1% | $2,440-67.3% |
| Participant deferral / active EE | $2,040 | $5,418-62.3% | $6,709-69.6% | $3,607-43.4% |
| Admin fee / account holder | $192 | $5,958-96.8% | $10,261-98.1% | $5,124-96.2% |