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 3-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 | $7,017 | $154,117-95.4% | $129,995-94.6% | $139,434-95.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 16.96% | 32.48%-15.5pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,182 | $5,289-77.6% | $4,320-72.6% | $4,751-75.1% |
| Participant deferral / active EE | $1,774 | $6,710-73.6% | $5,820-69.5% | $6,710-73.6% |
| Admin fee / account holder | $149 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |