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 8-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 | $17,252 | $100,326-82.8% | $180,183-90.4% | $84,808-79.7% |
| Participation rate | 96.4% | 71.0%+25.4pp | 77.4%+19.0pp | 68.3%+28.1pp |
| Annual return | 12.69% | 17.86%-5.2pp | 27.86%-15.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,872 | $3,269-42.7% | $5,039-62.8% | $2,631-28.8% |
| Participant deferral / active EE | $1,137 | $5,066-77.6% | $6,822-83.3% | $4,212-73.0% |
| Admin fee / account holder | $98 | $9,674-99.0% | $19,975-99.5% | $7,344-98.7% |