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 | $23,965 | $91,552-73.8% | $133,956-82.1% | $79,858-70.0% |
| Participation rate | 71.9% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 35.13% | 61.85%-26.7pp | 45.09%-10.0pp | 31.71%+3.4pp |
| Employer contribution / active EE | $744 | $2,384-68.8% | $3,919-81.0% | $2,471-69.9% |
| Participant deferral / active EE | $1,674 | $3,733-55.2% | $5,048-66.8% | $3,740-55.2% |
| Admin fee / account holder | $212 | $6,321-96.6% | $8,927-97.6% | $5,306-96.0% |