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 | $8,284 | $70,475-88.2% | $100,516-91.8% | $79,858-89.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 28.53% | 21.90%+6.6pp | 30.89%-2.4pp | 31.71%-3.2pp |
| Employer contribution / active EE | $863 | $2,165-60.1% | $3,418-74.8% | $2,471-65.1% |
| Participant deferral / active EE | $1,843 | $5,181-64.4% | $6,270-70.6% | $3,740-50.7% |
| Admin fee / account holder | $97 | $4,478-97.8% | $8,081-98.8% | $5,306-98.2% |