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 | $16,035 | $127,386-87.4% | $115,037-86.1% | $125,391-87.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.18% | 31.28%-33.5pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,221 | $5,166-76.4% | $4,608-73.5% | $4,866-74.9% |
| Participant deferral / active EE | $1,784 | $6,423-72.2% | $6,026-70.4% | $5,352-66.7% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |