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 | $19,303 | $76,367-74.7% | $93,606-79.4% | $72,985-73.6% |
| Participation rate | 96.6% | 71.7%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 23.53% | 25.82%-2.3pp | 32.76%-9.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $548 | $2,275-75.9% | $2,718-79.8% | $2,440-77.5% |
| Participant deferral / active EE | $645 | $3,538-81.8% | $4,069-84.2% | $3,607-82.1% |
| Admin fee / account holder | $57 | $6,838-99.2% | $7,888-99.3% | $5,124-98.9% |