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 | $12,867 | $95,803-86.6% | $113,168-88.6% | $84,808-84.8% |
| Participation rate | 78.7% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.4pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $946 | $2,360-59.9% | $2,975-68.2% | $2,631-64.0% |
| Participant deferral / active EE | $1,728 | $4,242-59.3% | $5,107-66.2% | $4,212-59.0% |
| Admin fee / account holder | $104 | $8,989-98.8% | $12,068-99.1% | $7,344-98.6% |