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 3-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 | $7,804 | $175,202-95.5% | $149,673-94.8% | $139,434-94.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.01% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,694 | $5,474-69.1% | $4,818-64.8% | $4,751-64.3% |
| Participant deferral / active EE | $1,726 | $6,519-73.5% | $5,680-69.6% | $6,710-74.3% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |