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 | $9,880 | $46,869-78.9% | $122,332-91.9% | $70,131-85.9% |
| Participation rate | 86.7% | 58.2%+28.5pp | 71.6%+15.0pp | 69.5%+17.1pp |
| Annual return | 14.74% | 24.22%-9.5pp | 30.27%-15.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $998 | $1,288-22.5% | $4,050-75.4% | $2,342-57.4% |
| Participant deferral / active EE | $398 | $2,166-81.6% | $3,287-87.9% | $3,332-88.1% |
| Admin fee / account holder | $140 | $3,322-95.8% | $5,478-97.4% | $4,645-97.0% |