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 5-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 | $12,130 | $209,336-94.2% | $197,124-93.8% | $137,256-91.2% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 21.92% | 48.09%-26.2pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,675 | $6,591-74.6% | $6,227-73.1% | $4,156-59.7% |
| Participant deferral / active EE | $2,224 | $9,614-76.9% | $9,135-75.7% | $6,407-65.3% |
| Admin fee / account holder | $58 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |