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 6-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 | $1,092 | $121,625-99.1% | $104,607-99.0% | $158,922-99.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.14% | 465.26%-447.1pp | 340.46%-322.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $203 | $3,163-93.6% | $2,681-92.4% | $4,761-95.7% |
| Participant deferral / active EE | $309 | $4,177-92.6% | $3,740-91.7% | $5,982-94.8% |
| Admin fee / account holder | $83 | $7,787-98.9% | $6,473-98.7% | $11,246-99.3% |