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 4-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 | $19,827 | $178,174-88.9% | $156,181-87.3% | $137,256-85.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.30% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,593 | $4,972-68.0% | $4,294-62.9% | $4,156-61.7% |
| Participant deferral / active EE | $2,029 | $6,888-70.5% | $6,132-66.9% | $6,407-68.3% |
| Admin fee / account holder | $103 | $17,404-99.4% | $14,586-99.3% | $12,270-99.2% |