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 6-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 | $11,579 | $91,552-87.4% | $133,956-91.4% | $79,858-85.5% |
| Participation rate | 87.8% | 73.3%+14.5pp | 79.8%+8.0pp | 69.6%+18.2pp |
| Annual return | 13.63% | 61.85%-48.2pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $706 | $2,384-70.4% | $3,919-82.0% | $2,471-71.4% |
| Participant deferral / active EE | $1,245 | $3,733-66.7% | $5,048-75.3% | $3,740-66.7% |
| Admin fee / account holder | $122 | $6,321-98.1% | $8,927-98.6% | $5,306-97.7% |