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 | $16,986 | $160,055-89.4% | $140,016-87.9% | $135,375-87.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.21% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,502 | $6,420-76.6% | $5,606-73.2% | $4,779-68.6% |
| Participant deferral / active EE | $2,117 | $7,642-72.3% | $6,927-69.4% | $5,609-62.3% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |