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 9-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 | $8,085 | $82,664-90.2% | $125,339-93.5% | $68,494-88.2% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $910 | $3,381-73.1% | $4,814-81.1% | $2,596-64.9% |
| Participant deferral / active EE | $2,393 | $6,110-60.8% | $7,446-67.9% | $4,027-40.6% |
| Admin fee / account holder | $63 | $6,275-99.0% | $10,010-99.4% | $5,403-98.8% |