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 4-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 | $11,254 | $148,534-92.4% | $135,903-91.7% | $139,434-91.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 21.59% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,822 | $5,243-65.2% | $4,856-62.5% | $4,751-61.6% |
| Participant deferral / active EE | $2,249 | $8,100-72.2% | $7,758-71.0% | $6,710-66.5% |
| Admin fee / account holder | $233 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |