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 | $12,480 | $99,079-87.4% | $77,999-84.0% | $273,961-95.4% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.5%+8.7pp | 83.0%+1.2pp |
| Annual return | 7.61% | 217.93%-210.3pp | 425.96%-418.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $750 | $3,308-77.3% | $2,470-69.7% | $4,869-84.6% |
| Participant deferral / active EE | $925 | $4,306-78.5% | $3,497-73.6% | $5,287-82.5% |
| Admin fee / account holder | $24 | $8,954-99.7% | $5,480-99.6% | $10,132-99.8% |