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.
Employer 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 | $189,770 | $270,399-29.8% | $209,409-9.4% | $357,791-47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 18.72% | 194.89%-176.2pp | 159.49%-140.8pp | 396.79%-378.1pp |
| Employer contribution / active EE | $2,381 | $6,982-65.9% | $5,035-52.7% | $7,508-68.3% |
| Participant deferral / active EE | $7,685 | $4,606+66.9% | $4,230+81.7% | $5,521+39.2% |
| Admin fee / account holder | $21 | $18,969-99.9% | $16,474-99.9% | $28,387-99.9% |