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 8-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 | $7,839 | $79,944-90.2% | $98,439-92.0% | $75,163-89.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.88% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,555 | $2,264+12.8% | $3,048-16.2% | $2,670-4.3% |
| Participant deferral / active EE | $1,450 | $3,752-61.3% | $4,738-69.4% | $4,125-64.8% |
| Admin fee / account holder | $159 | $6,840-97.7% | $8,948-98.2% | $5,651-97.2% |