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 | $1,127 | $54,517-97.9% | $75,972-98.5% | $74,495-98.5% |
| Participation rate | 76.7% | 60.3%+16.4pp | 69.1%+7.6pp | 67.2%+9.5pp |
| Annual return | 19.58% | 31.82%-12.2pp | 359.55%-340.0pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $371 | $1,777-79.1% | $2,685-86.2% | $2,623-85.9% |
| Participant deferral / active EE | $776 | $3,066-74.7% | $4,255-81.8% | $4,346-82.1% |
| Admin fee / account holder | $111 | $2,229-95.0% | $6,467-98.3% | $1,942-94.3% |