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 | $12,124 | $77,314-84.3% | $177,989-93.2% | $80,856-85.0% |
| Participation rate | 92.0% | 65.7%+26.3pp | 77.1%+14.9pp | 67.6%+24.4pp |
| Annual return | 11.31% | 18.09%-6.8pp | 294.48%-283.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,178 | $2,292-48.6% | $3,949-70.2% | $2,755-57.2% |
| Participant deferral / active EE | $1,373 | $4,411-68.9% | $6,276-78.1% | $4,296-68.0% |
| Admin fee / account holder | $268 | $7,191-96.3% | $10,363-97.4% | $6,918-96.1% |