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 5-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 | $25,666 | $198,466-87.1% | $170,442-84.9% | $147,584-82.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.32% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,996 | $6,184-51.5% | $5,433-44.8% | $4,876-38.6% |
| Participant deferral / active EE | $638 | $5,629-88.7% | $4,939-87.1% | $5,439-88.3% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |