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 | $5,183 | $77,419-93.3% | $69,455-92.5% | $152,861-96.6% |
| Participation rate | 95.5% | 78.1%+17.4pp | 74.6%+20.8pp | 82.4%+13.0pp |
| Annual return | 16.97% | 39.06%-22.1pp | 28.97%-12.0pp | 345.32%-328.3pp |
| Employer contribution / active EE | $939 | $3,315-71.7% | $2,779-66.2% | $4,762-80.3% |
| Participant deferral / active EE | $434 | $4,414-90.2% | $3,535-87.7% | $5,850-92.6% |
| Admin fee / account holder | $16 | $6,207-99.7% | $3,839-99.6% | $11,596-99.9% |