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 | $7,479 | $109,881-93.2% | $150,045-95.0% | $84,808-91.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 22.92% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,704 | $3,561-52.2% | $4,693-63.7% | $2,631-35.2% |
| Participant deferral / active EE | $1,171 | $6,636-82.4% | $7,997-85.4% | $4,212-72.2% |
| Admin fee / account holder | $64 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |