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 5-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 | $6,883 | $105,181-93.5% | $159,436-95.7% | $85,850-92.0% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.8%+7.7pp | 69.3%+21.2pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $722 | $3,318-78.3% | $4,829-85.1% | $2,565-71.9% |
| Participant deferral / active EE | $976 | $5,945-83.6% | $7,352-86.7% | $3,952-75.3% |
| Admin fee / account holder | $33 | $6,933-99.5% | $10,799-99.7% | $6,260-99.5% |