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 | $3,169 | $48,795-93.5% | $65,493-95.2% | $84,808-96.3% |
| Participation rate | 78.4% | 67.0%+11.4pp | 73.1%+5.3pp | 68.3%+10.1pp |
| Annual return | 133.86% | 20.20%+113.7pp | 982.45%-848.6pp | 40.90%+93.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $757 | $2,928-74.2% | $3,961-80.9% | $4,212-82.0% |
| Admin fee / account holder | $196 | $3,877-95.0% | $5,028-96.1% | $7,344-97.3% |