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 | $14,574 | $217,402-93.3% | $185,823-92.2% | $167,490-91.3% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 9.52% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,582 | $5,873-73.1% | $5,167-69.4% | $4,837-67.3% |
| Participant deferral / active EE | $2,272 | $6,356-64.3% | $5,568-59.2% | $6,341-64.2% |
| Admin fee / account holder | $191 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |