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 | $9,392 | $214,378-95.6% | $200,582-95.3% | $142,382-93.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.90% | 46.41%-20.5pp | 42.33%-16.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,401 | $6,841-79.5% | $6,419-78.2% | $4,299-67.4% |
| Participant deferral / active EE | $2,810 | $9,865-71.5% | $9,331-69.9% | $6,507-56.8% |
| Admin fee / account holder | $233 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |