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 | $10,783 | $70,669-84.7% | $169,368-93.6% | $75,163-85.7% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 17.19% | 36.36%-19.2pp | 405.60%-388.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $874 | $2,211-60.5% | $4,013-78.2% | $2,670-67.3% |
| Participant deferral / active EE | $1,050 | $4,311-75.6% | $6,221-83.1% | $4,125-74.5% |
| Admin fee / account holder | $114 | $5,402-97.9% | $9,003-98.7% | $5,651-98.0% |