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 9-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 | $26,804 | $209,411-87.2% | $178,490-85.0% | $158,922-83.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.63% | 188.75%-176.1pp | 151.07%-138.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,694 | $5,706-70.3% | $5,011-66.2% | $4,761-64.4% |
| Participant deferral / active EE | $1,694 | $5,954-71.5% | $5,202-67.4% | $5,982-71.7% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |