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 | $1,209 | $100,852-98.8% | $90,404-98.7% | $158,922-99.2% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 9.54% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $96 | $4,348-97.8% | $3,963-97.6% | $5,982-98.4% |
| Admin fee / account holder | $90 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |