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 | $4,233 | $105,126-96.0% | $94,646-95.5% | $139,434-97.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.60% | 38.03%-23.4pp | 156.71%-142.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,257 | $4,106-69.4% | $3,672-65.8% | $4,751-73.5% |
| Participant deferral / active EE | $1,634 | $7,599-78.5% | $7,418-78.0% | $6,710-75.6% |
| Admin fee / account holder | $129 | $8,984-98.6% | $7,231-98.2% | $11,403-98.9% |