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 | $11,240 | $64,707-82.6% | $112,228-90.0% | $68,494-83.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.96% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,588 | $2,746-5.8% | $3,635-28.8% | $2,596-0.3% |
| Participant deferral / active EE | $1,059 | $3,565-70.3% | $4,728-77.6% | $4,027-73.7% |
| Admin fee / account holder | $25 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |