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 3-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 | $7,268 | $109,881-93.4% | $150,045-95.2% | $84,808-91.4% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 26.84% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,306 | $3,561-63.3% | $4,693-72.2% | $2,631-50.3% |
| Participant deferral / active EE | $1,853 | $6,636-72.1% | $7,997-76.8% | $4,212-56.0% |
| Admin fee / account holder | $172 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |