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 10-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 | $10,624 | $165,335-93.6% | $149,696-92.9% | $158,922-93.3% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 19.31% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,183 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $1,507 | $7,181-79.0% | $6,842-78.0% | $5,982-74.8% |
| Admin fee / account holder | $194 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |