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 | $5,346 | $61,774-91.3% | $97,226-94.5% | $80,856-93.4% |
| Participation rate | 82.9% | 63.5%+19.4pp | 72.7%+10.2pp | 67.6%+15.3pp |
| Annual return | 12.38% | -557.90%+570.3pp | 75.13%-62.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $503 | $1,837-72.6% | $2,729-81.6% | $2,755-81.7% |
| Participant deferral / active EE | $630 | $3,029-79.2% | $4,264-85.2% | $4,296-85.3% |
| Admin fee / account holder | $157 | $5,166-97.0% | $5,654-97.2% | $6,918-97.7% |