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 | $16,612 | $183,963-91.0% | $162,163-89.8% | $152,861-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.35% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,672 | $6,371-73.8% | $5,614-70.2% | $4,762-64.9% |
| Participant deferral / active EE | $1,672 | $8,034-79.2% | $7,298-77.1% | $5,850-71.4% |
| Admin fee / account holder | $18 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |