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 | $7,449 | $90,503-91.8% | $78,689-90.5% | $273,961-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.74% | 75.60%-71.9pp | 62.18%-58.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $2,493 | $3,176-21.5% | $2,851-12.5% | $4,869-48.8% |
| Participant deferral / active EE | $381 | $3,901-90.2% | $3,517-89.2% | $5,287-92.8% |
| Admin fee / account holder | $80 | $5,263-98.5% | $4,510-98.2% | $10,132-99.2% |