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 | $5,605 | $102,317-94.5% | $146,958-96.2% | $80,856-93.1% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 19.09% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,120 | $3,713-69.8% | $4,933-77.3% | $2,755-59.3% |
| Participant deferral / active EE | $2,256 | $6,644-66.0% | $8,070-72.0% | $4,296-47.5% |
| Admin fee / account holder | $106 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |