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 | $5,277 | $198,466-97.3% | $170,442-96.9% | $147,584-96.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.10% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,773 | $6,184-71.3% | $5,433-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $1,546 | $5,629-72.5% | $4,939-68.7% | $5,439-71.6% |
| Admin fee / account holder | $93 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |