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 | $5,143 | $152,587-96.6% | $125,175-95.9% | $152,861-96.6% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 24.18% | 54.84%-30.7pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $990 | $4,946-80.0% | $3,865-74.4% | $4,762-79.2% |
| Participant deferral / active EE | $1,013 | $5,868-82.7% | $4,937-79.5% | $5,850-82.7% |
| Admin fee / account holder | $90 | $13,434-99.3% | $9,702-99.1% | $11,596-99.2% |