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 7-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 | $15,636 | $197,591-92.1% | $177,821-91.2% | $158,922-90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.91% | 58.76%-35.8pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,655 | $6,697-75.3% | $5,918-72.0% | $4,761-65.2% |
| Participant deferral / active EE | $2,692 | $8,405-68.0% | $7,714-65.1% | $5,982-55.0% |
| Admin fee / account holder | $83 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |