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 8-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 | $10,587 | $124,185-91.5% | $108,410-90.2% | $167,490-93.7% |
| Participation rate | 94.1% | 82.3%+11.8pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 221.62% | 1379.64%-1158.0pp | 905.27%-683.7pp | 478.56%-256.9pp |
| Employer contribution / active EE | $1,343 | $4,187-67.9% | $3,558-62.2% | $4,837-72.2% |
| Participant deferral / active EE | $2,029 | $6,908-70.6% | $6,563-69.1% | $6,341-68.0% |
| Admin fee / account holder | $63 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |