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 | $1,212 | $49,227-97.5% | $70,449-98.3% | $79,858-98.5% |
| Participation rate | 70.4% | 69.2%+1.2pp | 75.1%-4.7pp | 69.6%+0.7pp |
| Annual return | 4184.55% | 30.06%+4154.5pp | 109.03%+4075.5pp | 31.71%+4152.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $711 | $2,768-74.3% | $3,709-80.8% | $3,740-81.0% |
| Admin fee / account holder | $273 | $2,878-90.5% | $3,845-92.9% | $5,306-94.9% |