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 | $11,371 | $84,233-86.5% | $170,442-93.3% | $70,131-83.8% |
| Participation rate | 72.4% | 70.8%+1.6pp | 83.6%-11.2pp | 69.5%+2.9pp |
| Annual return | 23.20% | 23.06%+0.1pp | 205.93%-182.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $488 | $3,387-85.6% | $5,433-91.0% | $2,342-79.2% |
| Participant deferral / active EE | $540 | $3,086-82.5% | $4,939-89.1% | $3,332-83.8% |
| Admin fee / account holder | $2 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |