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 6-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 | $9,763 | $154,365-93.7% | $130,231-92.5% | $139,434-93.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.59% | 30.34%-8.7pp | 38.77%-17.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $940 | $5,170-81.8% | $4,126-77.2% | $4,751-80.2% |
| Participant deferral / active EE | $1,448 | $8,498-83.0% | $6,799-78.7% | $6,710-78.4% |
| Admin fee / account holder | $35 | $9,214-99.6% | $6,020-99.4% | $11,403-99.7% |