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 | $7,015 | $162,781-95.7% | $133,956-94.8% | $158,922-95.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.48% | 41.94%-18.5pp | 45.09%-21.6pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,323 | $4,975-73.4% | $3,919-66.2% | $4,761-72.2% |
| Participant deferral / active EE | $1,299 | $5,911-78.0% | $5,048-74.3% | $5,982-78.3% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |