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 4-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 | $8,527 | $110,257-92.3% | $96,544-91.2% | $139,434-93.9% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 320.03% | 26.32%+293.7pp | 25.84%+294.2pp | 372.94%-52.9pp |
| Employer contribution / active EE | $1,254 | $3,620-65.4% | $2,965-57.7% | $4,751-73.6% |
| Participant deferral / active EE | $1,383 | $5,548-75.1% | $4,851-71.5% | $6,710-79.4% |
| Admin fee / account holder | $126 | $11,591-98.9% | $8,252-98.5% | $11,403-98.9% |