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 | $11,512 | $157,256-92.7% | $141,162-91.8% | $152,861-92.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 19.26% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,508 | $5,261-71.3% | $4,735-68.2% | $4,762-68.3% |
| Participant deferral / active EE | $1,885 | $7,109-73.5% | $6,709-71.9% | $5,850-67.8% |
| Admin fee / account holder | $89 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |