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 | $4,020 | $89,355-95.5% | $141,162-97.2% | $72,985-94.5% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 32.67% | 111.85%-79.2pp | 71.39%-38.7pp | 81.00%-48.3pp |
| Employer contribution / active EE | $642 | $3,114-79.4% | $4,735-86.4% | $2,440-73.7% |
| Participant deferral / active EE | $1,390 | $5,418-74.4% | $6,709-79.3% | $3,607-61.5% |
| Admin fee / account holder | $43 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |