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 | $7,068 | $198,466-96.4% | $170,442-95.9% | $147,584-95.2% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 115.13% | 257.29%-142.2pp | 205.93%-90.8pp | 578.55%-463.4pp |
| Employer contribution / active EE | $4,603 | $6,184-25.6% | $5,433-15.3% | $4,876-5.6% |
| Participant deferral / active EE | $701 | $5,629-87.5% | $4,939-85.8% | $5,439-87.1% |
| Admin fee / account holder | $81 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |