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 | $3,806 | $46,553-91.8% | $64,056-94.1% | $75,163-94.9% |
| Participation rate | 76.8% | 65.9%+10.8pp | 72.3%+4.5pp | 67.2%+9.6pp |
| Annual return | 24.79% | 26.03%-1.2pp | 33.69%-8.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $676 | $1,974-65.8% | $2,747-75.4% | $2,670-74.7% |
| Participant deferral / active EE | $761 | $2,837-73.2% | $3,880-80.4% | $4,125-81.6% |
| Admin fee / account holder | $31 | $2,952-99.0% | $3,068-99.0% | $5,651-99.5% |