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 | $14,553 | $63,355-77.0% | $91,989-84.2% | $72,985-80.1% |
| Participation rate | 82.8% | 72.5%+10.2pp | 78.6%+4.1pp | 69.5%+13.3pp |
| Annual return | 26.89% | 35.35%-8.5pp | 69.02%-42.1pp | 81.00%-54.1pp |
| Employer contribution / active EE | $803 | $2,116-62.1% | $3,452-76.7% | $2,440-67.1% |
| Participant deferral / active EE | $1,235 | $4,883-74.7% | $5,923-79.2% | $3,607-65.8% |
| Admin fee / account holder | $86 | $4,668-98.1% | $7,743-98.9% | $5,124-98.3% |