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 | $12,566 | $179,726-93.0% | $156,263-92.0% | $142,382-91.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.71% | 77.86%-64.1pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,864 | $5,069-63.2% | $4,333-57.0% | $4,299-56.6% |
| Participant deferral / active EE | $587 | $6,956-91.6% | $6,158-90.5% | $6,507-91.0% |
| Admin fee / account holder | $197 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |