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 3-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 | $10,430 | $154,117-93.2% | $129,995-92.0% | $139,434-92.5% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 175.14% | 32.48%+142.7pp | -137.18%+312.3pp | 372.94%-197.8pp |
| Employer contribution / active EE | $4,762 | $5,289-10.0% | $4,320+10.2% | $4,751+0.2% |
| Participant deferral / active EE | $1,224 | $6,710-81.8% | $5,820-79.0% | $6,710-81.8% |
| Admin fee / account holder | $56 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |