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 | $17,054 | $138,065-87.6% | $123,544-86.2% | $135,375-87.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.68%-161.1pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,952 | $5,151-62.1% | $4,628-57.8% | $4,779-59.2% |
| Participant deferral / active EE | $1,886 | $6,799-72.3% | $6,426-70.7% | $5,609-66.4% |
| Admin fee / account holder | $146 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |