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 | $6,990 | $202,318-96.5% | $172,739-96.0% | $152,861-95.4% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 46.51% | 1029.65%-983.1pp | 802.84%-756.3pp | 345.32%-298.8pp |
| Employer contribution / active EE | $1,561 | $5,856-73.4% | $5,143-69.7% | $4,762-67.2% |
| Participant deferral / active EE | $1,561 | $5,948-73.8% | $5,198-70.0% | $5,850-73.3% |
| Admin fee / account holder | $168 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |