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 | $11,325 | $50,958-77.8% | $74,550-84.8% | $64,186-82.4% |
| Participation rate | 95.5% | 61.1%+34.5pp | 69.1%+26.4pp | 69.6%+26.0pp |
| Annual return | 12.19% | -1.86%+14.0pp | 32.53%-20.3pp | 7.63%+4.6pp |
| Employer contribution / active EE | $336 | $1,115-69.9% | $1,961-82.9% | $2,381-85.9% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $239 | $4,223-94.3% | $5,060-95.3% | $4,888-95.1% |