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 | $18,015 | $88,042-79.5% | $138,135-87.0% | $79,858-77.4% |
| Participation rate | 79.5% | 71.4%+8.1pp | 78.7%+0.8pp | 69.6%+9.9pp |
| Annual return | 10.68% | 20.58%-9.9pp | 20.51%-9.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,531 | $3,103-50.7% | $5,587-72.6% | $2,471-38.1% |
| Participant deferral / active EE | $913 | $4,704-80.6% | $6,431-85.8% | $3,740-75.6% |
| Admin fee / account holder | $267 | $7,791-96.6% | $11,856-97.8% | $5,306-95.0% |