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 8-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 | $7,056 | $72,277-90.2% | $101,248-93.0% | $79,858-91.2% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 46.15% | 22.30%+23.9pp | 46.47%-0.3pp | 31.71%+14.4pp |
| Employer contribution / active EE | $903 | $2,692-66.5% | $3,660-75.3% | $2,471-63.5% |
| Participant deferral / active EE | $1,328 | $3,282-59.5% | $4,370-69.6% | $3,740-64.5% |
| Admin fee / account holder | $31 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |