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 | $10,120 | $209,411-95.2% | $178,490-94.3% | $158,922-93.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 29.43% | 188.75%-159.3pp | 151.07%-121.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $1,891 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $1,907 | $5,954-68.0% | $5,202-63.3% | $5,982-68.1% |
| Admin fee / account holder | $208 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |