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 5-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 | $5,101 | $48,795-89.5% | $65,493-92.2% | $84,808-94.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.03% | 20.20%-5.2pp | 982.45%-967.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $990 | $1,930-48.7% | $2,574-61.5% | $2,631-62.4% |
| Participant deferral / active EE | $424 | $2,928-85.5% | $3,961-89.3% | $4,212-89.9% |
| Admin fee / account holder | $192 | $3,877-95.0% | $5,028-96.2% | $7,344-97.4% |