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 | $6,330 | $105,126-94.0% | $94,646-93.3% | $139,434-95.5% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 18.58% | 38.03%-19.5pp | 156.71%-138.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $639 | $4,106-84.4% | $3,672-82.6% | $4,751-86.6% |
| Participant deferral / active EE | $807 | $7,599-89.4% | $7,418-89.1% | $6,710-88.0% |
| Admin fee / account holder | $44 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |