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 4-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 | $11,615 | $209,336-94.5% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 22.59% | 48.09%-25.5pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $622 | $6,591-90.6% | $6,227-90.0% | $4,156-85.0% |
| Participant deferral / active EE | $3,408 | $9,614-64.5% | $9,135-62.7% | $6,407-46.8% |
| Admin fee / account holder | $64 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |