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 | $9,181 | $150,440-93.9% | $136,294-93.3% | $147,584-93.8% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 14.60% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,489 | $5,256-71.7% | $4,695-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $1,684 | $6,630-74.6% | $6,247-73.1% | $5,439-69.0% |
| Admin fee / account holder | $94 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |