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 7-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 | $5,316 | $98,750-94.6% | $149,696-96.4% | $79,858-93.3% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 29.75% | 27.43%+2.3pp | 276.60%-246.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $1,908 | $3,216-40.7% | $4,644-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $1,450 | $5,680-74.5% | $6,842-78.8% | $3,740-61.2% |
| Admin fee / account holder | $63 | $6,053-99.0% | $9,309-99.3% | $5,306-98.8% |