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 | $2,325 | $64,307-96.4% | $57,343-95.9% | $125,391-98.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -2.91% | 25.12%-28.0pp | 24.39%-27.3pp | 282.22%-285.1pp |
| Employer contribution / active EE | $323 | $3,193-89.9% | $2,689-88.0% | $4,866-93.4% |
| Participant deferral / active EE | $630 | $3,848-83.6% | $3,162-80.1% | $5,352-88.2% |
| Admin fee / account holder | $47 | $5,242-99.1% | $3,356-98.6% | $9,540-99.5% |