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 9-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 | $3,002 | $72,012-95.8% | $185,823-98.4% | $79,858-96.2% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 23.74% | 23.12%+0.6pp | 35.95%-12.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $540 | $1,965-72.5% | $4,087-86.8% | $2,471-78.2% |
| Participant deferral / active EE | $704 | $3,779-81.4% | $5,632-87.5% | $3,740-81.2% |
| Admin fee / account holder | $139 | $4,513-96.9% | $9,500-98.5% | $5,306-97.4% |