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 | $1,227 | $69,207-98.2% | $64,056-98.1% | $139,434-99.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.3%+21.0pp | 80.3%+13.0pp |
| Annual return | 3981.48% | 45.88%+3935.6pp | 33.69%+3947.8pp | 372.94%+3608.5pp |
| Employer contribution / active EE | $516 | $3,182-83.8% | $2,747-81.2% | $4,751-89.1% |
| Participant deferral / active EE | $572 | $4,682-87.8% | $3,880-85.3% | $6,710-91.5% |
| Admin fee / account holder | $38 | $4,244-99.1% | $3,068-98.8% | $11,403-99.7% |