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 | $13,362 | $78,694-83.0% | $67,652-80.2% | $125,391-89.3% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | 13.49% | 9.46%+4.0pp | 6625.04%-6611.5pp | 282.22%-268.7pp |
| Employer contribution / active EE | $773 | $3,044-74.6% | $2,266-65.9% | $4,866-84.1% |
| Participant deferral / active EE | $904 | $4,292-78.9% | $3,560-74.6% | $5,352-83.1% |
| Admin fee / account holder | $38 | $7,403-99.5% | $4,821-99.2% | $9,540-99.6% |