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 8-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 | $9,151 | $109,327-91.6% | $89,391-89.8% | $158,922-94.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.60% | 345.68%-333.1pp | 245.62%-233.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $481 | $3,170-84.8% | $2,586-81.4% | $4,761-89.9% |
| Participant deferral / active EE | $808 | $4,598-82.4% | $3,890-79.2% | $5,982-86.5% |
| Admin fee / account holder | $173 | $6,153-97.2% | $4,881-96.5% | $11,246-98.5% |