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 6-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 | $3,303 | $105,181-96.9% | $159,436-97.9% | $85,850-96.2% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 29.41% | 45.07%-15.7pp | 263.57%-234.2pp | 318.53%-289.1pp |
| Employer contribution / active EE | $912 | $3,318-72.5% | $4,829-81.1% | $2,565-64.4% |
| Participant deferral / active EE | $1,393 | $5,945-76.6% | $7,352-81.1% | $3,952-64.8% |
| Admin fee / account holder | $87 | $6,933-98.7% | $10,799-99.2% | $6,260-98.6% |