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 8-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 | $16,636 | $98,750-83.2% | $149,696-88.9% | $79,858-79.2% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 33.19% | 27.43%+5.8pp | 276.60%-243.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,490 | $3,216-53.7% | $4,644-67.9% | $2,471-39.7% |
| Participant deferral / active EE | $2,184 | $5,680-61.5% | $6,842-68.1% | $3,740-41.6% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |