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 | $8,159 | $114,381-92.9% | $107,525-92.4% | $142,382-94.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.38% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $890 | $4,015-77.8% | $3,754-76.3% | $4,299-79.3% |
| Participant deferral / active EE | $1,354 | $5,564-75.7% | $5,116-73.5% | $6,507-79.2% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |