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 4-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 | $1,069 | $175,202-99.4% | $149,673-99.3% | $139,434-99.2% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 44.49% | 166.71%-122.2pp | 134.42%-89.9pp | 372.94%-328.5pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $701 | $6,519-89.2% | $5,680-87.7% | $6,710-89.6% |
| Admin fee / account holder | $70 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |