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.
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 | $1,492 | $45,343-96.7% | $150,298-99.0% | $67,986-97.8% |
| Participation rate | 77.0% | 51.9%+25.1pp | 77.8%-0.8pp | 57.2%+19.8pp |
| Annual return | 20.88% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $433 | $2,055-78.9% | $5,453-92.1% | $3,358-87.1% |
| Admin fee / account holder | $32 | $2,250-98.6% | $14,116-99.8% | $3,203-99.0% |