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 | $52,353-94.2% | $120,225-97.5% | $82,448-96.3% |
| Participation rate | 81.8% | 58.3%+23.5pp | 69.6%+12.2pp | 68.1%+13.8pp |
| Annual return | 66.25% | 61.85%+4.4pp | 439.23%-373.0pp | 41.64%+24.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $491 | $2,627-81.3% | $3,999-87.7% | $4,139-88.1% |
| Admin fee / account holder | $34 | $4,363-99.2% | $5,696-99.4% | $7,234-99.5% |