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 | $2,376 | $135,952-98.3% | $123,892-98.1% | $273,961-99.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 65.78% | 56.63%+9.2pp | 47.52%+18.3pp | 41.45%+24.3pp |
| Employer contribution / active EE | $919 | $5,170-82.2% | $4,617-80.1% | $4,869-81.1% |
| Participant deferral / active EE | $1,192 | $6,343-81.2% | $5,984-80.1% | $5,287-77.4% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |