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 | $22,164 | $162,781-86.4% | $133,956-83.5% | $158,922-86.1% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 17.92% | 41.94%-24.0pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $935 | $4,975-81.2% | $3,919-76.1% | $4,761-80.4% |
| Participant deferral / active EE | $1,492 | $5,911-74.8% | $5,048-70.4% | $5,982-75.1% |
| Admin fee / account holder | $278 | $11,736-97.6% | $8,927-96.9% | $11,246-97.5% |