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 | $6,746 | $57,506-88.3% | $67,221-90.0% | $79,858-91.6% |
| Participation rate | 96.3% | 74.3%+22.0pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 15.68% | 18.46%-2.8pp | 20.72%-5.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,819 | $2,961+29.0% | $3,723+2.6% | $2,471+54.6% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,384-100.0% | $3,740-100.0% |
| Admin fee / account holder | $251 | $4,029-93.8% | $5,844-95.7% | $5,306-95.3% |