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 6-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 | $1,488 | $70,428-97.9% | $96,562-98.5% | $85,850-98.3% |
| Participation rate | 86.5% | 61.8%+24.7pp | 69.8%+16.7pp | 69.3%+17.2pp |
| Annual return | 92.14% | 18.59%+73.5pp | 37.78%+54.4pp | 318.53%-226.4pp |
| Employer contribution / active EE | $307 | $1,413-78.3% | $2,356-87.0% | $2,565-88.0% |
| Participant deferral / active EE | $1,088 | $2,894-62.4% | $3,849-71.7% | $3,952-72.5% |
| Admin fee / account holder | $11 | $4,997-99.8% | $6,181-99.8% | $6,260-99.8% |