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 5-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 | $5,325 | $102,317-94.8% | $146,958-96.4% | $80,856-93.4% |
| Participation rate | 81.6% | 75.8%+5.7pp | 82.2%-0.6pp | 67.6%+13.9pp |
| Annual return | 19.49% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,425 | $6,644-78.5% | $8,070-82.3% | $4,296-66.8% |
| Admin fee / account holder | $247 | $7,941-96.9% | $12,998-98.1% | $6,918-96.4% |