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 10-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 | $2,716 | $78,705-96.5% | $117,854-97.7% | $70,131-96.1% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 75.41% | 23.30%+52.1pp | 335.08%-259.7pp | 73.14%+2.3pp |
| Employer contribution / active EE | $501 | $2,223-77.5% | $3,786-86.8% | $2,342-78.6% |
| Participant deferral / active EE | $1,010 | $3,297-69.4% | $4,482-77.5% | $3,332-69.7% |
| Admin fee / account holder | $26 | $5,065-99.5% | $8,020-99.7% | $4,645-99.4% |