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 | $8,876 | $176,056-95.0% | $159,436-94.4% | $167,490-94.7% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 22.71% | 331.75%-309.0pp | 263.57%-240.9pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,626 | $5,297-69.3% | $4,829-66.3% | $4,837-66.4% |
| Participant deferral / active EE | $2,350 | $7,750-69.7% | $7,352-68.0% | $6,341-62.9% |
| Admin fee / account holder | $29 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |