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 | $12,622 | $138,065-90.9% | $123,544-89.8% | $135,375-90.7% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -8.86% | 153.68%-162.5pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $934 | $5,151-81.9% | $4,628-79.8% | $4,779-80.5% |
| Participant deferral / active EE | $1,548 | $6,799-77.2% | $6,426-75.9% | $5,609-72.4% |
| Admin fee / account holder | $267 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |