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 | $1,317 | $30,400-95.7% | $53,898-97.6% | $84,808-98.4% |
| Participation rate | 74.1% | 46.4%+27.7pp | 55.0%+19.2pp | 68.3%+5.8pp |
| Annual return | 18.64% | 500.19%-481.5pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $174 | $603-71.1% | $932-81.3% | $2,631-93.4% |
| Participant deferral / active EE | $187 | $1,199-84.4% | $1,826-89.8% | $4,212-95.6% |
| Admin fee / account holder | $34 | $1,993-98.3% | $2,491-98.6% | $7,344-99.5% |