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 | $20,754 | $132,239-84.3% | $105,722-80.4% | $273,961-92.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 2.06% | 10.07%-8.0pp | 12.25%-10.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,114 | $4,867-77.1% | $4,079-72.7% | $4,869-77.1% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $182 | $12,032-98.5% | $8,308-97.8% | $10,132-98.2% |