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 | $3,056 | $175,202-98.3% | $149,673-98.0% | $139,434-97.8% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 110.61% | 166.71%-56.1pp | 134.42%-23.8pp | 372.94%-262.3pp |
| Employer contribution / active EE | $1,274 | $5,474-76.7% | $4,818-73.6% | $4,751-73.2% |
| Participant deferral / active EE | $1,405 | $6,519-78.4% | $5,680-75.3% | $6,710-79.1% |
| Admin fee / account holder | $123 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |