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 | $18,796 | $73,004-74.3% | $90,749-79.3% | $68,494-72.6% |
| Participation rate | 77.4% | 70.8%+6.6pp | 75.7%+1.7pp | 67.9%+9.5pp |
| Annual return | -9.20% | -13.81%+4.6pp | -12.16%+3.0pp | -7.84%-1.4pp |
| Employer contribution / active EE | $715 | $2,193-67.4% | $2,921-75.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,450 | $3,627-60.0% | $4,564-68.2% | $4,027-64.0% |
| Admin fee / account holder | $58 | $5,896-99.0% | $8,445-99.3% | $5,403-98.9% |