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 | $6,369 | $75,828-91.6% | $147,614-95.7% | $59,632-89.3% |
| Participation rate | 88.3% | 71.6%+16.8pp | 84.6%+3.7pp | 68.7%+19.7pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $757 | $3,485-78.3% | $5,564-86.4% | $2,203-65.7% |
| Participant deferral / active EE | $731 | $3,130-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $100 | $5,985-98.3% | $11,611-99.1% | $4,297-97.7% |