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 | $13,747 | $83,477-83.5% | $125,175-89.0% | $72,985-81.2% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 18.63% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,130 | $2,345-51.8% | $3,865-70.8% | $2,440-53.7% |
| Participant deferral / active EE | $1,340 | $3,585-62.6% | $4,937-72.9% | $3,607-62.9% |
| Admin fee / account holder | $33 | $5,517-99.4% | $9,702-99.7% | $5,124-99.4% |