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 7-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 | $10,872 | $115,770-90.6% | $101,248-89.3% | $158,922-93.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 54.43% | 56.14%-1.7pp | 46.47%+8.0pp | 302.83%-248.4pp |
| Employer contribution / active EE | $1,136 | $4,175-72.8% | $3,660-69.0% | $4,761-76.1% |
| Participant deferral / active EE | $1,298 | $4,957-73.8% | $4,370-70.3% | $5,982-78.3% |
| Admin fee / account holder | $50 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |