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 | $12,713 | $75,828-83.2% | $147,614-91.4% | $59,632-78.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 5.73% | 0.37%+5.4pp | 61.98%-56.2pp | 2041.28%-2035.6pp |
| Employer contribution / active EE | $1,785 | $3,485-48.8% | $5,564-67.9% | $2,203-19.0% |
| Participant deferral / active EE | $742 | $3,130-76.3% | $4,895-84.8% | $3,192-76.8% |
| Admin fee / account holder | $97 | $5,985-98.4% | $11,611-99.2% | $4,297-97.8% |