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 8-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 | $7,262 | $165,335-95.6% | $149,696-95.1% | $158,922-95.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 30.31% | 348.15%-317.8pp | 276.60%-246.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,933 | $5,103-62.1% | $4,644-58.4% | $4,761-59.4% |
| Participant deferral / active EE | $2,176 | $7,181-69.7% | $6,842-68.2% | $5,982-63.6% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |