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 | $3,398 | $117,841-97.1% | $102,423-96.7% | $145,922-97.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 71.72% | 31.65%+40.1pp | 29.32%+42.4pp | 561.29%-489.6pp |
| Employer contribution / active EE | $1,236 | $3,615-65.8% | $3,023-59.1% | $4,660-73.5% |
| Participant deferral / active EE | $1,573 | $5,731-72.6% | $5,053-68.9% | $6,688-76.5% |
| Admin fee / account holder | $62 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |