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 4-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 | $9,984 | $68,346-85.4% | $94,646-89.5% | $75,163-86.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 26.41% | 616.93%-590.5pp | 156.71%-130.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $2,597 | $2,701-3.8% | $3,672-29.3% | $2,670-2.7% |
| Participant deferral / active EE | $2,588 | $6,537-60.4% | $7,418-65.1% | $4,125-37.3% |
| Admin fee / account holder | $177 | $5,326-96.7% | $7,231-97.6% | $5,651-96.9% |