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 | $13,265 | $97,044-86.3% | $83,333-84.1% | $135,375-90.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.58% | 12.31%-18.9pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,148 | $4,143-72.3% | $3,379-66.0% | $4,779-76.0% |
| Participant deferral / active EE | $1,541 | $5,964-74.2% | $5,565-72.3% | $5,609-72.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |