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 | $2,889 | $132,634-97.8% | $115,768-97.5% | $137,256-97.9% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.4%+21.1pp | 80.0%+15.5pp |
| Annual return | 22.63% | 160.70%-138.1pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,343 | $5,619-76.1% | $4,917-72.7% | $6,407-79.0% |
| Admin fee / account holder | $17 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |