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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,838 | $642,683-37.6% | $386,318+3.8% | $357,791+12.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 15.95% | -6.86%+22.8pp | -2.64%+18.6pp | 396.79%-380.8pp |
| Employer contribution / active EE | $15,888 | $5,282+200.8% | $4,025+294.7% | $7,508+111.6% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $48 | $23,448-99.8% | $16,179-99.7% | $28,387-99.8% |