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 5-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 | $18,455 | $94,625-80.5% | $116,228-84.1% | $84,808-78.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 17.73% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $991 | $2,347-57.8% | $2,994-66.9% | $2,631-62.3% |
| Participant deferral / active EE | $1,289 | $3,972-67.5% | $4,953-74.0% | $4,212-69.4% |
| Admin fee / account holder | $167 | $10,091-98.3% | $11,989-98.6% | $7,344-97.7% |