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 | $13,139 | $105,859-87.6% | $90,160-85.4% | $147,584-91.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.49% | 37.63%-16.1pp | 34.88%-13.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,249 | $4,126-45.5% | $3,318-32.2% | $4,876-53.9% |
| Participant deferral / active EE | $1,503 | $5,733-73.8% | $5,288-71.6% | $5,439-72.4% |
| Admin fee / account holder | $279 | $8,046-96.5% | $5,943-95.3% | $10,885-97.4% |