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 4-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 | $14,113 | $165,984-91.5% | $164,813-91.4% | $145,922-90.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.28% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,080 | $5,273-60.6% | $4,341-52.1% | $4,660-55.4% |
| Participant deferral / active EE | $30 | $6,959-99.6% | $6,031-99.5% | $6,688-99.6% |
| Admin fee / account holder | $147 | $16,648-99.1% | $12,690-98.8% | $13,397-98.9% |