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 | $4,667 | $118,849-96.1% | $96,562-95.2% | $167,490-97.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 33.93% | 50.49%-16.6pp | 37.78%-3.9pp | 478.56%-444.6pp |
| Employer contribution / active EE | $3,395 | $3,120+8.8% | $2,356+44.1% | $4,837-29.8% |
| Participant deferral / active EE | $164 | $4,616-96.5% | $3,849-95.7% | $6,341-97.4% |
| Admin fee / account holder | $22 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |