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 | $8,910 | $84,696-89.5% | $75,696-88.2% | $167,490-94.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 15.78% | 199.36%-183.6pp | 104.53%-88.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $395 | $3,230-87.8% | $2,743-85.6% | $4,837-91.8% |
| Participant deferral / active EE | $77 | $4,580-98.3% | $3,821-98.0% | $6,341-98.8% |
| Admin fee / account holder | $153 | $5,355-97.1% | $3,619-95.8% | $12,309-98.8% |