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 3-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 | $10,260 | $89,753-88.6% | $107,525-90.5% | $84,808-87.9% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 3070.56% | 29.48%+3041.1pp | 181.32%+2889.2pp | 40.90%+3029.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,307 | $4,056-67.8% | $5,116-74.4% | $4,212-69.0% |
| Admin fee / account holder | $103 | $7,222-98.6% | $8,919-98.8% | $7,344-98.6% |