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 | $8,764 | $68,346-87.2% | $94,646-90.7% | $75,163-88.3% |
| Participation rate | 86.8% | 76.1%+10.7pp | 80.8%+6.0pp | 67.2%+19.7pp |
| Annual return | 56.94% | 616.93%-560.0pp | 156.71%-99.8pp | 160.62%-103.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,527 | $6,537-76.6% | $7,418-79.4% | $4,125-63.0% |
| Admin fee / account holder | $189 | $5,326-96.5% | $7,231-97.4% | $5,651-96.7% |