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 3-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 | $9,962 | $106,584-90.7% | $101,326-90.2% | $142,382-93.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 27.32% | 36.93%-9.6pp | 36.82%-9.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,249 | $3,956-68.4% | $3,665-65.9% | $4,299-70.9% |
| Participant deferral / active EE | $1,384 | $8,297-83.3% | $7,994-82.7% | $6,507-78.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |