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 9-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 | $8,999 | $106,749-91.6% | $145,433-93.8% | $82,448-89.1% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 37.81% | 27.59%+10.2pp | 66.58%-28.8pp | 41.64%-3.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,350 | $6,519-79.3% | $7,897-82.9% | $4,139-67.4% |
| Admin fee / account holder | $253 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |