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 | $3,461 | $70,908-95.1% | $98,907-96.5% | $73,488-95.3% |
| Participation rate | 93.8% | 73.8%+20.1pp | 76.0%+17.8pp | 70.7%+23.2pp |
| Annual return | 474.98% | 34.17%+440.8pp | 196.43%+278.5pp | 28.51%+446.5pp |
| Employer contribution / active EE | $1,004 | $2,036-50.7% | $2,689-62.7% | $2,270-55.8% |
| Participant deferral / active EE | $1,551 | $3,500-55.7% | $4,244-63.5% | $3,740-58.5% |
| Admin fee / account holder | $80 | $535-85.0% | $6,642-98.8% | $513-84.4% |