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 | $23,716 | $150,440-84.2% | $136,294-82.6% | $147,584-83.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.86% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,547 | $5,256-51.5% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $2,012 | $6,630-69.7% | $6,247-67.8% | $5,439-63.0% |
| Admin fee / account holder | $169 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |