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 | $6,296 | $109,881-94.3% | $150,045-95.8% | $84,808-92.6% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 17.46% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,149 | $3,561-67.7% | $4,693-75.5% | $2,631-56.3% |
| Participant deferral / active EE | $1,865 | $6,636-71.9% | $7,997-76.7% | $4,212-55.7% |
| Admin fee / account holder | $213 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |