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 | $14,469 | $159,602-90.9% | $150,045-90.4% | $142,382-89.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 43.61% | 70.24%-26.6pp | 62.55%-18.9pp | 217.08%-173.5pp |
| Employer contribution / active EE | $1,578 | $4,961-68.2% | $4,693-66.4% | $4,299-63.3% |
| Participant deferral / active EE | $2,363 | $8,310-71.6% | $7,997-70.4% | $6,507-63.7% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |