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 7-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 | $7,407 | $105,126-93.0% | $94,646-92.2% | $139,434-94.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.08% | 38.03%-17.0pp | 156.71%-135.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,270 | $4,106-69.1% | $3,672-65.4% | $4,751-73.3% |
| Participant deferral / active EE | $741 | $7,599-90.3% | $7,418-90.0% | $6,710-89.0% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |