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 | $14,196 | $69,977-79.7% | $108,579-86.9% | $62,891-77.4% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | 6.14% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $657 | $2,135-69.2% | $3,758-82.5% | $2,281-71.2% |
| Participant deferral / active EE | $849 | $3,165-73.2% | $4,311-80.3% | $3,203-73.5% |
| Admin fee / account holder | $10 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |