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 6-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 | $2,602 | $49,922-94.8% | $80,569-96.8% | $75,163-96.5% |
| Participation rate | 88.6% | 55.3%+33.3pp | 67.0%+21.6pp | 67.2%+21.4pp |
| Annual return | 21.95% | 34.69%-12.7pp | 935.43%-913.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $290 | $1,698-82.9% | $2,723-89.4% | $2,670-89.2% |
| Participant deferral / active EE | $627 | $2,990-79.0% | $4,447-85.9% | $4,125-84.8% |
| Admin fee / account holder | $59 | $3,577-98.3% | $5,377-98.9% | $5,651-98.9% |