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 | $26,913 | $152,587-82.4% | $125,175-78.5% | $152,861-82.4% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 32.77% | 54.84%-22.1pp | 43.79%-11.0pp | 345.32%-312.5pp |
| Employer contribution / active EE | $343 | $4,946-93.1% | $3,865-91.1% | $4,762-92.8% |
| Participant deferral / active EE | $2,416 | $5,868-58.8% | $4,937-51.1% | $5,850-58.7% |
| Admin fee / account holder | $69 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |