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 | $7,986 | $150,440-94.7% | $136,294-94.1% | $147,584-94.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 28.01% | 1049.08%-1021.1pp | 5155.94%-5127.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $993 | $5,256-81.1% | $4,695-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,863 | $6,630-71.9% | $6,247-70.2% | $5,439-65.7% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |