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 | $12,026 | $103,376-88.4% | $87,100-86.2% | $152,861-92.1% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.9%+10.1pp | 82.4%+4.5pp |
| Annual return | 35.73% | 28.10%+7.6pp | 28.19%+7.5pp | 345.32%-309.6pp |
| Employer contribution / active EE | $2,590 | $3,220-19.6% | $2,521+2.7% | $4,762-45.6% |
| Participant deferral / active EE | $1,182 | $4,778-75.3% | $4,049-70.8% | $5,850-79.8% |
| Admin fee / account holder | $43 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |