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 9-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 | $4,948 | $115,882-95.7% | $100,516-95.1% | $158,922-96.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 22.34% | 34.79%-12.4pp | 30.89%-8.5pp | 302.83%-280.5pp |
| Employer contribution / active EE | $971 | $4,103-76.3% | $3,418-71.6% | $4,761-79.6% |
| Participant deferral / active EE | $1,336 | $6,674-80.0% | $6,270-78.7% | $5,982-77.7% |
| Admin fee / account holder | $87 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |