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 5-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 | $3,453 | $105,181-96.7% | $159,436-97.8% | $85,850-96.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,482 | $3,318-55.3% | $4,829-69.3% | $2,565-42.2% |
| Participant deferral / active EE | $1,811 | $5,945-69.5% | $7,352-75.4% | $3,952-54.2% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |