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 | $15,615 | $98,240-84.1% | $82,313-81.0% | $147,584-89.4% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 12.46% | 30.85%-18.4pp | 25.88%-13.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,008 | $3,192-68.4% | $2,428-58.5% | $4,876-79.3% |
| Participant deferral / active EE | $1,100 | $4,383-74.9% | $3,706-70.3% | $5,439-79.8% |
| Admin fee / account holder | $142 | $8,563-98.3% | $5,608-97.5% | $10,885-98.7% |