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 9-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 | $9,212 | $142,344-93.5% | $119,609-92.3% | $134,475-93.1% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -17.39% | -12.44%-5.0pp | -14.97%-2.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,332 | $5,222-74.5% | $4,232-68.5% | $4,740-71.9% |
| Participant deferral / active EE | $1,835 | $6,469-71.6% | $5,602-67.2% | $6,400-71.3% |
| Admin fee / account holder | $110 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |