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 | $18,689 | $111,301-83.2% | $112,977-83.5% | $158,922-88.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 26.16% | 26.40%-0.2pp | 24.24%+1.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,419 | $5,880-75.9% | $5,836-75.7% | $5,982-76.3% |
| Admin fee / account holder | $299 | $8,392-96.4% | $6,294-95.3% | $11,246-97.3% |