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 | $4,414 | $112,881-96.1% | $90,951-95.1% | $158,922-97.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 133.01% | 215.79%-82.8pp | 134.60%-1.6pp | 302.83%-169.8pp |
| Employer contribution / active EE | $1,191 | $2,893-58.8% | $2,122-43.9% | $4,761-75.0% |
| Participant deferral / active EE | $826 | $4,128-80.0% | $3,373-75.5% | $5,982-86.2% |
| Admin fee / account holder | $14 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |