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 | $4,528 | $107,934-95.8% | $91,989-95.1% | $152,861-97.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.00% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,452 | $4,210-41.7% | $3,452-29.0% | $4,762-48.5% |
| Participant deferral / active EE | $1,012 | $6,364-84.1% | $5,923-82.9% | $5,850-82.7% |
| Admin fee / account holder | $216 | $10,520-97.9% | $7,743-97.2% | $11,596-98.1% |