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 | $7,182 | $94,031-92.4% | $115,768-93.8% | $82,448-91.3% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.4%-3.0pp | 68.1%+3.4pp |
| Annual return | 16.31% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $926 | $3,972-76.7% | $4,917-81.2% | $4,139-77.6% |
| Admin fee / account holder | $166 | $10,249-98.4% | $12,439-98.7% | $7,234-97.7% |