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 | $2,099 | $70,756-97.0% | $65,493-96.8% | $142,382-98.5% |
| Participation rate | 77.3% | 77.4%-0.1pp | 73.1%+4.2pp | 80.1%-2.8pp |
| Annual return | 30.10% | 1754.89%-1724.8pp | 982.45%-952.3pp | 217.08%-187.0pp |
| Employer contribution / active EE | $276 | $2,881-90.4% | $2,574-89.3% | $4,299-93.6% |
| Participant deferral / active EE | $473 | $4,637-89.8% | $3,961-88.1% | $6,507-92.7% |
| Admin fee / account holder | $23 | $6,559-99.7% | $5,028-99.5% | $12,624-99.8% |