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 5-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 | $8,772 | $148,534-94.1% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 27.28% | 79.19%-51.9pp | 68.23%-40.9pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,728 | $5,243-67.0% | $4,856-64.4% | $4,751-63.6% |
| Participant deferral / active EE | $2,261 | $8,100-72.1% | $7,758-70.9% | $6,710-66.3% |
| Admin fee / account holder | $176 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |