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 5-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 | $7,899 | $87,013-90.9% | $106,213-92.6% | $80,856-90.2% |
| Participation rate | 74.1% | 70.4%+3.6pp | 75.3%-1.2pp | 67.6%+6.4pp |
| Annual return | 20.19% | 17.05%+3.1pp | 116.14%-96.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,023 | $2,395+109.7% | $3,171+58.4% | $2,755+82.3% |
| Participant deferral / active EE | $1,311 | $3,986-67.1% | $5,016-73.9% | $4,296-69.5% |
| Admin fee / account holder | $144 | $8,431-98.3% | $11,033-98.7% | $6,918-97.9% |