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 7-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 | $5,149 | $165,335-96.9% | $149,696-96.6% | $158,922-96.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.92% | 348.15%-299.2pp | 276.60%-227.7pp | 302.83%-253.9pp |
| Employer contribution / active EE | $1,536 | $5,103-69.9% | $4,644-66.9% | $4,761-67.7% |
| Participant deferral / active EE | $1,660 | $7,181-76.9% | $6,842-75.7% | $5,982-72.2% |
| Admin fee / account holder | $139 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |