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 7-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 | $6,171 | $91,190-93.2% | $178,490-96.5% | $79,858-92.3% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 33.80% | 24.19%+9.6pp | 151.07%-117.3pp | 31.71%+2.1pp |
| Employer contribution / active EE | $1,455 | $3,256-55.3% | $5,011-71.0% | $2,471-41.1% |
| Participant deferral / active EE | $841 | $3,236-74.0% | $5,202-83.8% | $3,740-77.5% |
| Admin fee / account holder | $57 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |