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 4-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 | $8,203 | $159,901-94.9% | $146,958-94.4% | $145,922-94.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,353 | $5,286-74.4% | $4,933-72.6% | $4,660-71.0% |
| Participant deferral / active EE | $1,802 | $8,428-78.6% | $8,070-77.7% | $6,688-73.0% |
| Admin fee / account holder | $123 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |