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 | $10,493 | $72,012-85.4% | $185,823-94.4% | $79,858-86.9% |
| Participation rate | 80.8% | 65.8%+15.0pp | 78.0%+2.7pp | 69.6%+11.1pp |
| Annual return | 14.25% | 23.12%-8.9pp | 35.95%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $577 | $1,965-70.6% | $4,087-85.9% | $2,471-76.7% |
| Participant deferral / active EE | $1,184 | $3,779-68.7% | $5,632-79.0% | $3,740-68.3% |
| Admin fee / account holder | $178 | $4,513-96.1% | $9,500-98.1% | $5,306-96.7% |