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 | $13,533 | $148,534-90.9% | $135,903-90.0% | $139,434-90.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.39% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,898 | $5,243-63.8% | $4,856-60.9% | $4,751-60.0% |
| Participant deferral / active EE | $2,165 | $8,100-73.3% | $7,758-72.1% | $6,710-67.7% |
| Admin fee / account holder | $166 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |