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 10-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 | $29,520 | $99,985-70.5% | $146,665-79.9% | $85,850-65.6% |
| Participation rate | 88.2% | 73.1%+15.2pp | 80.1%+8.2pp | 69.3%+18.9pp |
| Annual return | 50.97% | 18.93%+32.0pp | 22.74%+28.2pp | 318.53%-267.6pp |
| Employer contribution / active EE | $1,961 | $2,559-23.4% | $4,136-52.6% | $2,565-23.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $75 | $7,702-99.0% | $10,280-99.3% | $6,260-98.8% |