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 7-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 | $12,754 | $73,933-82.7% | $96,683-86.8% | $75,163-83.0% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 21.71% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,562 | $2,928-46.6% | $3,737-58.2% | $2,670-41.5% |
| Participant deferral / active EE | $1,375 | $3,659-62.4% | $4,878-71.8% | $4,125-66.7% |
| Admin fee / account holder | $13 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |