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 | $30,519 | $181,894-83.2% | $156,549-80.5% | $273,961-88.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 18.07% | 30.74%-12.7pp | 32.23%-14.2pp | 41.45%-23.4pp |
| Employer contribution / active EE | $4,958 | $6,248-20.6% | $5,501-9.9% | $4,869+1.8% |
| Participant deferral / active EE | $1,455 | $5,550-73.8% | $4,871-70.1% | $5,287-72.5% |
| Admin fee / account holder | $29 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |