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 8-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 | $2,989 | $63,861-95.3% | $104,607-97.1% | $79,858-96.3% |
| Participation rate | 92.9% | 64.9%+27.9pp | 74.1%+18.8pp | 69.6%+23.2pp |
| Annual return | 26.21% | 21.30%+4.9pp | 340.46%-314.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $852 | $1,588-46.4% | $2,681-68.2% | $2,471-65.5% |
| Participant deferral / active EE | $921 | $2,693-65.8% | $3,740-75.4% | $3,740-75.4% |
| Admin fee / account holder | $153 | $4,185-96.4% | $6,473-97.6% | $5,306-97.1% |