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 10-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 | $4,458 | $95,416-95.3% | $185,823-97.6% | $85,850-94.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.62% | 23.59%-10.0pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $592 | $3,314-82.1% | $5,167-88.5% | $2,565-76.9% |
| Participant deferral / active EE | $685 | $3,423-80.0% | $5,568-87.7% | $3,952-82.7% |
| Admin fee / account holder | $211 | $7,213-97.1% | $16,237-98.7% | $6,260-96.6% |