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 | $9,851 | $84,233-88.3% | $170,442-94.2% | $70,131-86.0% |
| Participation rate | 86.3% | 70.8%+15.4pp | 83.6%+2.7pp | 69.5%+16.7pp |
| Annual return | 30.92% | 23.06%+7.9pp | 205.93%-175.0pp | 73.14%-42.2pp |
| Employer contribution / active EE | $2,251 | $3,387-33.6% | $5,433-58.6% | $2,342-3.9% |
| Participant deferral / active EE | $798 | $3,086-74.1% | $4,939-83.8% | $3,332-76.0% |
| Admin fee / account holder | $261 | $5,698-95.4% | $13,880-98.1% | $4,645-94.4% |