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 | $11,382 | $77,813-85.4% | $123,544-90.8% | $64,186-82.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -0.70% | 12.48%-13.2pp | 119.20%-119.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,468 | $3,014-51.3% | $4,628-68.3% | $2,381-38.3% |
| Participant deferral / active EE | $1,829 | $5,240-65.1% | $6,426-71.5% | $3,470-47.3% |
| Admin fee / account holder | $34 | $5,519-99.4% | $9,284-99.6% | $4,888-99.3% |