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.
Employer 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 | $4,693 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 94.9% | 66.8%+28.1pp | 78.1%+16.8pp | 68.3%+26.6pp |
| Annual return | 21.04% | 37.96%-16.9pp | 58.88%-37.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $189 | $2,761-93.2% | $4,305-95.6% | $2,631-92.8% |
| Participant deferral / active EE | $1,617 | $3,303-51.1% | $5,540-70.8% | $4,212-61.6% |
| Admin fee / account holder | $246 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |