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 | $14,974 | $89,355-83.2% | $141,162-89.4% | $72,985-79.5% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 26.46% | 111.85%-85.4pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $840 | $3,114-73.0% | $4,735-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $1,680 | $5,418-69.0% | $6,709-75.0% | $3,607-53.4% |
| Admin fee / account holder | $141 | $5,958-97.6% | $10,261-98.6% | $5,124-97.3% |