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 | $10,491 | $157,256-93.3% | $141,162-92.6% | $152,861-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.01% | 64.32%-34.3pp | 71.39%-41.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,028 | $5,261-80.5% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $1,177 | $7,109-83.4% | $6,709-82.5% | $5,850-79.9% |
| Admin fee / account holder | $44 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |