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.
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 | $6,939 | $209,336-96.7% | $197,124-96.5% | $137,256-94.9% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 30.36% | 48.09%-17.7pp | 44.34%-14.0pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,387 | $6,591-79.0% | $6,227-77.7% | $4,156-66.6% |
| Participant deferral / active EE | $2,167 | $9,614-77.5% | $9,135-76.3% | $6,407-66.2% |
| Admin fee / account holder | $120 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |