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 | $3,764 | $71,050-94.7% | $93,606-96.0% | $80,856-95.3% |
| Participation rate | 76.7% | 60.4%+16.3pp | 68.7%+8.0pp | 67.6%+9.1pp |
| Annual return | 15.19% | 11.26%+3.9pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $605 | $1,564-61.3% | $2,420-75.0% | $2,755-78.0% |
| Participant deferral / active EE | $770 | $4,034-80.9% | $4,411-82.6% | $4,296-82.1% |
| Admin fee / account holder | $25 | $6,945-99.6% | $8,285-99.7% | $6,918-99.6% |