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 | $2,368 | $77,419-96.9% | $69,455-96.6% | $152,861-98.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 74.6%+10.4pp | 82.4%+2.6pp |
| Annual return | 30.87% | 39.06%-8.2pp | 28.97%+1.9pp | 345.32%-314.4pp |
| Employer contribution / active EE | $576 | $3,315-82.6% | $2,779-79.3% | $4,762-87.9% |
| Participant deferral / active EE | $576 | $4,414-86.9% | $3,535-83.7% | $5,850-90.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |