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 6-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 | $14,076 | $109,881-87.2% | $150,045-90.6% | $84,808-83.4% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 20.97% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,311 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $1,767 | $6,636-73.4% | $7,997-77.9% | $4,212-58.0% |
| Admin fee / account holder | $197 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |