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 9-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 | $3,458 | $104,907-96.7% | $84,611-95.9% | $152,861-97.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.80% | 373.79%-349.0pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $480 | $3,302-85.5% | $2,652-81.9% | $4,762-89.9% |
| Participant deferral / active EE | $480 | $4,688-89.8% | $3,899-87.7% | $5,850-91.8% |
| Admin fee / account holder | $42 | $6,241-99.3% | $4,912-99.1% | $11,596-99.6% |