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 | $13,704 | $109,413-87.5% | $156,263-91.2% | $84,808-83.8% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 17.51% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $840 | $4,590-81.7% | $6,158-86.4% | $4,212-80.1% |
| Admin fee / account holder | $112 | $9,357-98.8% | $14,255-99.2% | $7,344-98.5% |