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 | $20,684 | $176,812-88.3% | $146,665-85.9% | $167,490-87.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.04% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,724 | $5,160-47.2% | $4,136-34.2% | $4,837-43.7% |
| Participant deferral / active EE | $150 | $6,440-97.7% | $5,506-97.3% | $6,341-97.6% |
| Admin fee / account holder | $18 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |