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 | $27,597 | $183,963-85.0% | $162,163-83.0% | $152,861-81.9% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.6%-14.2pp | 82.4%-9.1pp |
| Annual return | 19.44% | 150.76%-131.3pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,690 | $6,371-73.5% | $5,614-69.9% | $4,762-64.5% |
| Participant deferral / active EE | $2,764 | $8,034-65.6% | $7,298-62.1% | $5,850-52.8% |
| Admin fee / account holder | $293 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |