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 | $2,226 | $90,348-97.5% | $75,972-97.1% | $145,922-98.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 25.83% | 620.88%-595.0pp | 359.55%-333.7pp | 561.29%-535.5pp |
| Employer contribution / active EE | $798 | $3,311-75.9% | $2,685-70.3% | $4,660-82.9% |
| Participant deferral / active EE | $807 | $5,162-84.4% | $4,255-81.0% | $6,688-87.9% |
| Admin fee / account holder | $165 | $8,467-98.1% | $6,467-97.4% | $13,397-98.8% |