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 | $13,227 | $78,705-83.2% | $117,854-88.8% | $70,131-81.1% |
| Participation rate | 71.1% | 73.2%-2.1pp | 79.7%-8.6pp | 69.5%+1.6pp |
| Annual return | 20.44% | 23.30%-2.9pp | 335.08%-314.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,203 | $3,297-63.5% | $4,482-73.1% | $3,332-63.9% |
| Admin fee / account holder | $274 | $5,065-94.6% | $8,020-96.6% | $4,645-94.1% |