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 | $12,085 | $153,772-92.1% | $133,980-91.0% | $273,961-95.6% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 7.48% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,491 | $6,029-75.3% | $5,211-71.4% | $4,869-69.4% |
| Participant deferral / active EE | $1,969 | $6,958-71.7% | $6,282-68.7% | $5,287-62.8% |
| Admin fee / account holder | $97 | $11,765-99.2% | $9,324-99.0% | $10,132-99.0% |