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 | $16,934 | $152,587-88.9% | $125,175-86.5% | $152,861-88.9% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 25.04% | 54.84%-29.8pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,034 | $4,946-79.1% | $3,865-73.2% | $4,762-78.3% |
| Participant deferral / active EE | $1,583 | $5,868-73.0% | $4,937-67.9% | $5,850-72.9% |
| Admin fee / account holder | $19 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |