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 9-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 | $17,265 | $138,065-87.5% | $123,544-86.0% | $135,375-87.2% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -6.68% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,769 | $5,151-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $1,233 | $6,799-81.9% | $6,426-80.8% | $5,609-78.0% |
| Admin fee / account holder | $148 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |