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 | $1,373 | $96,635-98.6% | $86,612-98.4% | $139,434-99.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 107.95% | 106.41%+1.5pp | 591.07%-483.1pp | 372.94%-265.0pp |
| Employer contribution / active EE | $814 | $3,263-75.1% | $3,022-73.1% | $4,751-82.9% |
| Participant deferral / active EE | $768 | $4,836-84.1% | $4,438-82.7% | $6,710-88.5% |
| Admin fee / account holder | $181 | $6,408-97.2% | $5,614-96.8% | $11,403-98.4% |