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 8-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 | $18,173 | $197,591-90.8% | $177,821-89.8% | $158,922-88.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.87% | 58.76%-40.9pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,007 | $6,697-70.0% | $5,918-66.1% | $4,761-57.8% |
| Participant deferral / active EE | $2,533 | $8,405-69.9% | $7,714-67.2% | $5,982-57.7% |
| Admin fee / account holder | $226 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |