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 7-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 | $1,262 | $102,616-98.8% | $81,983-98.5% | $158,922-99.2% |
| Participation rate | 81.0% | 75.5%+5.4pp | 69.2%+11.7pp | 82.0%-1.0pp |
| Annual return | 28.65% | 61.04%-32.4pp | 41.31%-12.7pp | 302.83%-274.2pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $773 | $4,648-83.4% | $3,722-79.2% | $5,982-87.1% |
| Admin fee / account holder | $4 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |