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 | $1,509 | $100,041-98.5% | $149,718-99.0% | $70,131-97.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.1%-17.1pp | 69.5%+0.5pp |
| Annual return | 18.69% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,011 | $4,983-79.7% | $6,569-84.6% | $3,332-69.7% |
| Admin fee / account holder | $115 | $8,286-98.6% | $11,283-99.0% | $4,645-97.5% |