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 3-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 | $14,840 | $209,336-92.9% | $197,124-92.5% | $137,256-89.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 23.74% | 48.09%-24.3pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,761 | $6,591-73.3% | $6,227-71.7% | $4,156-57.6% |
| Participant deferral / active EE | $2,329 | $9,614-75.8% | $9,135-74.5% | $6,407-63.6% |
| Admin fee / account holder | $203 | $17,308-98.8% | $16,298-98.8% | $12,270-98.3% |