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 | $8,199 | $105,998-92.3% | $92,233-91.1% | $147,584-94.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.38% | 50.05%-38.7pp | 176.28%-164.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $58 | $4,333-98.7% | $3,679-98.4% | $4,876-98.8% |
| Participant deferral / active EE | $4,254 | $4,478-5.0% | $3,897+9.2% | $5,439-21.8% |
| Admin fee / account holder | $126 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |