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 9-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 | $3,855 | $85,766-95.5% | $136,294-97.2% | $70,131-94.5% |
| Participation rate | 83.0% | 74.2%+8.8pp | 81.9%+1.1pp | 69.5%+13.4pp |
| Annual return | 86.57% | 31.45%+55.1pp | 5155.94%-5069.4pp | 73.14%+13.4pp |
| Employer contribution / active EE | $520 | $2,966-82.5% | $4,695-88.9% | $2,342-77.8% |
| Participant deferral / active EE | $957 | $5,051-81.0% | $6,247-84.7% | $3,332-71.3% |
| Admin fee / account holder | $52 | $5,420-99.0% | $9,243-99.4% | $4,645-98.9% |