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 5-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 | $4,689 | $202,432-97.7% | $169,368-97.2% | $139,434-96.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 22.02% | 531.74%-509.7pp | 405.60%-383.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $928 | $4,692-80.2% | $4,013-76.9% | $4,751-80.5% |
| Participant deferral / active EE | $391 | $6,938-94.4% | $6,221-93.7% | $6,710-94.2% |
| Admin fee / account holder | $16 | $10,708-99.9% | $9,003-99.8% | $11,403-99.9% |