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 | $8,731 | $173,345-95.0% | $136,007-93.6% | $145,922-94.0% |
| Participation rate | 85.7% | 80.5%+5.3pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 19.52% | 1163.32%-1143.8pp | 579.32%-559.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $957 | $5,278-81.9% | $4,217-77.3% | $4,660-79.5% |
| Participant deferral / active EE | $1,521 | $8,699-82.5% | $7,025-78.3% | $6,688-77.3% |
| Admin fee / account holder | $266 | $9,954-97.3% | $6,858-96.1% | $13,397-98.0% |