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 | $7,404 | $100,326-92.6% | $180,183-95.9% | $84,808-91.3% |
| Participation rate | 78.0% | 71.0%+7.0pp | 77.4%+0.6pp | 68.3%+9.7pp |
| Annual return | 17.53% | 17.86%-0.3pp | 27.86%-10.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,115 | $3,269-65.9% | $5,039-77.9% | $2,631-57.6% |
| Participant deferral / active EE | $1,592 | $5,066-68.6% | $6,822-76.7% | $4,212-62.2% |
| Admin fee / account holder | $165 | $9,674-98.3% | $19,975-99.2% | $7,344-97.8% |