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 | $1,182 | $73,515-98.4% | $62,995-98.1% | $147,584-99.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 69.06% | 175.43%-106.4pp | 87.57%-18.5pp | 578.55%-509.5pp |
| Employer contribution / active EE | $820 | $3,320-75.3% | $2,759-70.3% | $4,876-83.2% |
| Participant deferral / active EE | $328 | $4,185-92.2% | $3,329-90.2% | $5,439-94.0% |
| Admin fee / account holder | $22 | $5,953-99.6% | $3,600-99.4% | $10,885-99.8% |