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 6-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 | $5,721 | $80,968-92.9% | $96,544-94.1% | $75,163-92.4% |
| Participation rate | 84.2% | 71.8%+12.4pp | 76.0%+8.2pp | 67.2%+17.0pp |
| Annual return | 33.09% | 27.06%+6.0pp | 25.84%+7.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $934 | $2,282-59.1% | $2,965-68.5% | $2,670-65.0% |
| Participant deferral / active EE | $1,620 | $3,928-58.8% | $4,851-66.6% | $4,125-60.7% |
| Admin fee / account holder | $92 | $6,724-98.6% | $8,252-98.9% | $5,651-98.4% |