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 | $4,674 | $157,256-97.0% | $141,162-96.7% | $152,861-96.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 45.41% | 64.32%-18.9pp | 71.39%-26.0pp | 345.32%-299.9pp |
| Employer contribution / active EE | $1,087 | $5,261-79.3% | $4,735-77.0% | $4,762-77.2% |
| Participant deferral / active EE | $2,257 | $7,109-68.3% | $6,709-66.4% | $5,850-61.4% |
| Admin fee / account holder | $65 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |