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 | $17,368 | $95,453-81.8% | $112,040-84.5% | $82,448-78.9% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.5%+1.8pp | 68.1%+10.2pp |
| Annual return | 17.08% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,764 | $4,224-58.2% | $5,098-65.4% | $4,139-57.4% |
| Admin fee / account holder | $83 | $9,013-99.1% | $12,098-99.3% | $7,234-98.8% |