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 3-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 | $4,886 | $106,749-95.4% | $145,433-96.6% | $82,448-94.1% |
| Participation rate | 74.3% | 75.6%-1.4pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 21.83% | 27.59%-5.8pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $4,554-84.5% | $2,551-72.4% |
| Participant deferral / active EE | $1,147 | $6,519-82.4% | $7,897-85.5% | $4,139-72.3% |
| Admin fee / account holder | $70 | $8,390-99.2% | $13,129-99.5% | $7,234-99.0% |