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 7-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 | $4,881 | $98,750-95.1% | $149,696-96.7% | $79,858-93.9% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 33.19% | 27.43%+5.8pp | 276.60%-243.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $1,060 | $3,216-67.0% | $4,644-77.2% | $2,471-57.1% |
| Participant deferral / active EE | $1,490 | $5,680-73.8% | $6,842-78.2% | $3,740-60.2% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |