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 | $4,392 | $144,119-97.0% | $117,854-96.3% | $147,584-97.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 43.46% | 531.15%-487.7pp | 335.08%-291.6pp | 578.55%-535.1pp |
| Employer contribution / active EE | $1,755 | $4,896-64.2% | $3,786-53.7% | $4,876-64.0% |
| Participant deferral / active EE | $1,348 | $5,316-74.6% | $4,482-69.9% | $5,439-75.2% |
| Admin fee / account holder | $256 | $10,886-97.7% | $8,020-96.8% | $10,885-97.7% |