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 10-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 | $18,413 | $103,376-82.2% | $87,100-78.9% | $152,861-88.0% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 16.80% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $707 | $3,220-78.0% | $2,521-71.9% | $4,762-85.1% |
| Participant deferral / active EE | $1,123 | $4,778-76.5% | $4,049-72.3% | $5,850-80.8% |
| Admin fee / account holder | $226 | $12,205-98.1% | $7,497-97.0% | $11,596-98.1% |