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 | $26,042 | $171,865-84.8% | $149,718-82.6% | $147,584-82.4% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 20.34% | 2113.22%-2092.9pp | 1501.63%-1481.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,516 | $7,271-79.1% | $6,569-76.9% | $5,439-72.1% |
| Admin fee / account holder | $286 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |