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 | $6,639 | $115,770-94.3% | $101,248-93.4% | $158,922-95.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.25% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,072 | $4,175-26.4% | $3,660-16.1% | $4,761-35.5% |
| Participant deferral / active EE | $255 | $4,957-94.9% | $4,370-94.2% | $5,982-95.7% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |