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 7-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 | $3,651 | $67,331-94.6% | $60,874-94.0% | $134,475-97.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -15.65% | 49.93%-65.6pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $724 | $3,096-76.6% | $2,701-73.2% | $4,740-84.7% |
| Participant deferral / active EE | $724 | $4,538-84.1% | $3,817-81.0% | $6,400-88.7% |
| Admin fee / account holder | $13 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |