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 8-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 | $11,051 | $115,770-90.5% | $101,248-89.1% | $158,922-93.0% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 26.22% | 56.14%-29.9pp | 46.47%-20.3pp | 302.83%-276.6pp |
| Employer contribution / active EE | $5,380 | $4,175+28.9% | $3,660+47.0% | $4,761+13.0% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $198 | $7,245-97.3% | $5,945-96.7% | $11,246-98.2% |