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 | $4,932 | $85,766-94.2% | $136,294-96.4% | $70,131-93.0% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 21.73% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $632 | $2,966-78.7% | $4,695-86.5% | $2,342-73.0% |
| Participant deferral / active EE | $1,655 | $5,051-67.2% | $6,247-73.5% | $3,332-50.3% |
| Admin fee / account holder | $50 | $5,420-99.1% | $9,243-99.5% | $4,645-98.9% |