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 | $7,265 | $165,335-95.6% | $149,696-95.1% | $158,922-95.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.44% | 348.15%-308.7pp | 276.60%-237.2pp | 302.83%-263.4pp |
| Employer contribution / active EE | $1,493 | $5,103-70.7% | $4,644-67.9% | $4,761-68.6% |
| Participant deferral / active EE | $1,500 | $7,181-79.1% | $6,842-78.1% | $5,982-74.9% |
| Admin fee / account holder | $35 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |