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 | $6,685 | $77,634-91.4% | $156,549-95.7% | $62,891-89.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.12% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,044 | $3,444-69.7% | $5,501-81.0% | $2,281-54.2% |
| Participant deferral / active EE | $765 | $3,045-74.9% | $4,871-84.3% | $3,203-76.1% |
| Admin fee / account holder | $174 | $5,561-96.9% | $13,027-98.7% | $4,296-96.0% |