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 | $6,063 | $77,899-92.2% | $149,673-95.9% | $75,163-91.9% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 14.85% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $402 | $3,137-87.2% | $4,818-91.7% | $2,670-85.0% |
| Participant deferral / active EE | $577 | $3,411-83.1% | $5,680-89.8% | $4,125-86.0% |
| Admin fee / account holder | $207 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |