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 | $31,177 | $198,466-84.3% | $170,442-81.7% | $147,584-78.9% |
| Participation rate | 95.0% | 88.0%+7.0pp | 83.6%+11.4pp | 82.8%+12.2pp |
| Annual return | 15.94% | 257.29%-241.4pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,176 | $6,184-64.8% | $5,433-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $968 | $5,629-82.8% | $4,939-80.4% | $5,439-82.2% |
| Admin fee / account holder | $246 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |