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 3-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 | $5,297 | $111,724-95.3% | $93,606-94.3% | $145,922-96.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 15.24% | 202.98%-187.7pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $881 | $3,090-71.5% | $2,420-63.6% | $4,660-81.1% |
| Participant deferral / active EE | $1,151 | $4,912-76.6% | $4,411-73.9% | $6,688-82.8% |
| Admin fee / account holder | $180 | $10,250-98.2% | $8,285-97.8% | $13,397-98.7% |