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 | $10,864 | $124,281-91.3% | $109,143-90.0% | $167,490-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.55% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,384 | $4,207-43.3% | $3,722-36.0% | $4,837-50.7% |
| Participant deferral / active EE | $1,436 | $5,255-72.7% | $4,653-69.1% | $6,341-77.3% |
| Admin fee / account holder | $111 | $7,970-98.6% | $6,752-98.4% | $12,309-99.1% |