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 9-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 | $24,159 | $152,587-84.2% | $125,175-80.7% | $152,861-84.2% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 15.07% | 54.84%-39.8pp | 43.79%-28.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $6,258 | $4,946+26.5% | $3,865+61.9% | $4,762+31.4% |
| Participant deferral / active EE | $1,383 | $5,868-76.4% | $4,937-72.0% | $5,850-76.4% |
| Admin fee / account holder | $215 | $13,434-98.4% | $9,702-97.8% | $11,596-98.1% |