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 | $6,803 | $175,202-96.1% | $149,673-95.5% | $139,434-95.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 25.21% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,291 | $5,474-76.4% | $4,818-73.2% | $4,751-72.8% |
| Participant deferral / active EE | $1,457 | $6,519-77.7% | $5,680-74.4% | $6,710-78.3% |
| Admin fee / account holder | $65 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |