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 | $1,886 | $99,877-98.1% | $84,966-97.8% | $145,922-98.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.45% | 83.76%-56.3pp | 66.38%-38.9pp | 561.29%-533.8pp |
| Employer contribution / active EE | $649 | $3,231-79.9% | $2,727-76.2% | $4,660-86.1% |
| Participant deferral / active EE | $676 | $5,291-87.2% | $4,519-85.0% | $6,688-89.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |