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 | $16,170 | $132,634-87.8% | $115,768-86.0% | $137,256-88.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 18.34% | 160.70%-142.4pp | 100.46%-82.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $881 | $3,360-73.8% | $2,940-70.0% | $4,156-78.8% |
| Participant deferral / active EE | $1,026 | $5,619-81.7% | $4,917-79.1% | $6,407-84.0% |
| Admin fee / account holder | $2 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |