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 8-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 | $3,038 | $53,516-94.3% | $126,539-97.6% | $84,808-96.4% |
| Participation rate | 81.8% | 58.2%+23.6pp | 69.8%+12.0pp | 68.3%+13.5pp |
| Annual return | 66.25% | 58.34%+7.9pp | 425.95%-359.7pp | 40.90%+25.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $491 | $2,671-81.6% | $4,083-88.0% | $4,212-88.3% |
| Admin fee / account holder | $34 | $4,497-99.2% | $6,065-99.4% | $7,344-99.5% |