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 | $5,333 | $102,966-94.8% | $90,281-94.1% | $152,861-96.5% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 16.67% | 95.16%-78.5pp | 78.10%-61.4pp | 345.32%-328.7pp |
| Employer contribution / active EE | $364 | $3,139-88.4% | $2,854-87.2% | $4,762-92.4% |
| Participant deferral / active EE | $627 | $4,281-85.4% | $3,885-83.9% | $5,850-89.3% |
| Admin fee / account holder | $36 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |