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 8-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 | $1,525 | $85,202-98.2% | $172,739-99.1% | $72,985-97.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 346.49% | 27.32%+319.2pp | 802.84%-456.4pp | 81.00%+265.5pp |
| Employer contribution / active EE | $911 | $3,324-72.6% | $5,143-82.3% | $2,440-62.7% |
| Participant deferral / active EE | $702 | $3,260-78.5% | $5,198-86.5% | $3,607-80.5% |
| Admin fee / account holder | $9 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |