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 9-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 | $5,410 | $92,703-94.2% | $82,719-93.5% | $134,475-96.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -18.95% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $403 | $3,274-87.7% | $3,009-86.6% | $4,740-91.5% |
| Participant deferral / active EE | $841 | $4,802-82.5% | $4,395-80.9% | $6,400-86.9% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |