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 | $14,192 | $71,050-80.0% | $93,606-84.8% | $80,856-82.4% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 11.19% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,074 | $1,564-31.3% | $2,420-55.6% | $2,755-61.0% |
| Participant deferral / active EE | $561 | $4,034-86.1% | $4,411-87.3% | $4,296-87.0% |
| Admin fee / account holder | $114 | $6,945-98.4% | $8,285-98.6% | $6,918-98.4% |