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 | $3,505 | $95,416-96.3% | $185,823-98.1% | $85,850-95.9% |
| Participation rate | 81.5% | 68.8%+12.7pp | 81.7%-0.2pp | 69.3%+12.2pp |
| Annual return | 17.00% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $399 | $3,423-88.3% | $5,568-92.8% | $3,952-89.9% |
| Admin fee / account holder | $2 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |