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 | $17,647 | $78,672-77.6% | $109,143-83.8% | $85,850-79.4% |
| Participation rate | 91.9% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.6pp |
| Annual return | 14.13% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $3,256 | $2,735+19.1% | $3,722-12.5% | $2,565+27.0% |
| Participant deferral / active EE | $1,420 | $3,467-59.0% | $4,653-69.5% | $3,952-64.1% |
| Admin fee / account holder | $10 | $5,469-99.8% | $6,752-99.9% | $6,260-99.8% |