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 | $11,191 | $135,952-91.8% | $123,892-91.0% | $273,961-95.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.40% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,630 | $5,170-29.8% | $4,617-21.4% | $4,869-25.4% |
| Participant deferral / active EE | $1,922 | $6,343-69.7% | $5,984-67.9% | $5,287-63.6% |
| Admin fee / account holder | $108 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |