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 | $1,115 | $63,346-98.2% | $92,233-98.8% | $70,131-98.4% |
| Participation rate | 85.4% | 68.7%+16.7pp | 76.5%+8.9pp | 69.5%+15.9pp |
| Annual return | 28.05% | 530.12%-502.1pp | 176.28%-148.2pp | 73.14%-45.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $846 | $2,854-70.4% | $3,897-78.3% | $3,332-74.6% |
| Admin fee / account holder | $17 | $3,840-99.5% | $5,194-99.7% | $4,645-99.6% |