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 | $8,745 | $64,480-86.4% | $81,382-89.3% | $80,856-89.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.61% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,638 | $1,978+83.9% | $2,463+47.7% | $2,755+32.1% |
| Participant deferral / active EE | $26 | $3,094-99.2% | $3,883-99.3% | $4,296-99.4% |
| Admin fee / account holder | $18 | $5,671-99.7% | $5,768-99.7% | $6,918-99.7% |