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 | $4,542 | $90,348-95.0% | $75,972-94.0% | $145,922-96.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 15.03% | 620.88%-605.8pp | 359.55%-344.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $690 | $3,311-79.2% | $2,685-74.3% | $4,660-85.2% |
| Participant deferral / active EE | $838 | $5,162-83.8% | $4,255-80.3% | $6,688-87.5% |
| Admin fee / account holder | $38 | $8,467-99.6% | $6,467-99.4% | $13,397-99.7% |