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 | $10,541 | $85,766-87.7% | $136,294-92.3% | $70,131-85.0% |
| Participation rate | 73.5% | 74.2%-0.6pp | 81.9%-8.4pp | 69.5%+4.0pp |
| Annual return | 24.10% | 31.45%-7.4pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,002 | $2,966-66.2% | $4,695-78.7% | $2,342-57.2% |
| Participant deferral / active EE | $1,202 | $5,051-76.2% | $6,247-80.8% | $3,332-63.9% |
| Admin fee / account holder | $98 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |