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 9-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 | $4,541 | $94,529-95.2% | $140,016-96.8% | $64,186-92.9% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | 82.83% | 7.77%+75.1pp | 651.12%-568.3pp | 7.63%+75.2pp |
| Employer contribution / active EE | $1,563 | $3,812-59.0% | $5,606-72.1% | $2,381-34.3% |
| Participant deferral / active EE | $1,999 | $5,250-61.9% | $6,927-71.1% | $3,470-42.4% |
| Admin fee / account holder | $119 | $6,741-98.2% | $10,705-98.9% | $4,888-97.6% |