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 7-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 | $5,460 | $228,332-97.6% | $185,823-97.1% | $158,922-96.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 28.22% | 40.80%-12.6pp | 35.95%-7.7pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,053 | $4,967-78.8% | $4,087-74.2% | $4,761-77.9% |
| Participant deferral / active EE | $1,053 | $6,415-83.6% | $5,632-81.3% | $5,982-82.4% |
| Admin fee / account holder | $48 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |