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 | $12,374 | $149,333-91.7% | $106,387-88.4% | $135,375-90.9% |
| Participation rate | 70.0% | 81.5%-11.5pp | 77.5%-7.5pp | 82.6%-12.6pp |
| Annual return | 292.98% | 0.52%+292.5pp | 0.25%+292.7pp | 519.73%-226.8pp |
| Employer contribution / active EE | $1,189 | $4,984-76.1% | $3,520-66.2% | $4,779-75.1% |
| Participant deferral / active EE | $1,208 | $7,230-83.3% | $5,421-77.7% | $5,609-78.5% |
| Admin fee / account holder | $13 | $15,952-99.9% | $7,510-99.8% | $10,827-99.9% |