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 | $5,481 | $58,512-90.6% | $84,015-93.5% | $72,985-92.5% |
| Participation rate | 71.2% | 61.2%+10.0pp | 69.0%+2.2pp | 69.5%+1.7pp |
| Annual return | 23.91% | 28.93%-5.0pp | 71.31%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $300 | $1,163-74.2% | $1,983-84.9% | $2,440-87.7% |
| Participant deferral / active EE | $644 | $2,394-73.1% | $3,239-80.1% | $3,607-82.2% |
| Admin fee / account holder | $44 | $4,569-99.0% | $6,101-99.3% | $5,124-99.1% |