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 | $8,235 | $65,395-87.4% | $182,532-95.5% | $72,985-88.7% |
| Participation rate | 93.1% | 65.4%+27.6pp | 78.0%+15.1pp | 69.5%+23.6pp |
| Annual return | 18.76% | 27.68%-8.9pp | 148.54%-129.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,408 | $1,911-26.3% | $4,076-65.5% | $2,440-42.3% |
| Participant deferral / active EE | $472 | $3,563-86.7% | $5,524-91.5% | $3,607-86.9% |
| Admin fee / account holder | $6 | $4,245-99.9% | $8,592-99.9% | $5,124-99.9% |