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 | $21,129 | $198,466-89.4% | $170,442-87.6% | $147,584-85.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.11% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,500 | $6,184-59.6% | $5,433-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $916 | $5,629-83.7% | $4,939-81.4% | $5,439-83.2% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |