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 9-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 | $7,562 | $72,277-89.5% | $101,248-92.5% | $79,858-90.5% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.8%+14.7pp | 69.6%+20.8pp |
| Annual return | 112.08% | 22.30%+89.8pp | 46.47%+65.6pp | 31.71%+80.4pp |
| Employer contribution / active EE | $17 | $2,692-99.4% | $3,660-99.5% | $2,471-99.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14 | $4,400-99.7% | $5,945-99.8% | $5,306-99.7% |