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 4-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 | $3,738 | $91,538-95.9% | $129,995-97.1% | $75,163-95.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.94% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,097 | $2,845-26.3% | $4,320-51.4% | $2,670-21.4% |
| Participant deferral / active EE | $963 | $4,341-77.8% | $5,820-83.5% | $4,125-76.7% |
| Admin fee / account holder | $76 | $6,790-98.9% | $10,614-99.3% | $5,651-98.7% |