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.
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 | $18,451 | $98,750-81.3% | $149,696-87.7% | $79,858-76.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 28.24% | 27.43%+0.8pp | 276.60%-248.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $704 | $3,216-78.1% | $4,644-84.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,941 | $5,680-65.8% | $6,842-71.6% | $3,740-48.1% |
| Admin fee / account holder | $258 | $6,053-95.7% | $9,309-97.2% | $5,306-95.1% |