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 | $20,439 | $58,828-65.3% | $77,999-73.8% | $62,891-67.5% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | 6.95% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,303 | $1,672+217.2% | $2,470+114.7% | $2,281+132.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $167 | $4,393-96.2% | $5,480-97.0% | $4,296-96.1% |