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 | $16,610 | $51,708-67.9% | $106,619-84.4% | $62,891-73.6% |
| Participation rate | 98.5% | 66.9%+31.6pp | 78.0%+20.5pp | 69.3%+29.2pp |
| Annual return | 7.69% | 4.69%+3.0pp | 9.42%-1.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,413 | $1,764-19.9% | $3,947-64.2% | $2,281-38.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $159 | $3,349-95.2% | $6,418-97.5% | $4,296-96.3% |