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 3-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 | $12,150 | $101,724-88.1% | $164,813-92.6% | $80,856-85.0% |
| Participation rate | 70.7% | 71.8%-1.1pp | 78.6%-7.9pp | 67.6%+3.1pp |
| Annual return | 14.35% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,217 | $2,953-58.8% | $4,341-72.0% | $2,755-55.8% |
| Participant deferral / active EE | $1,735 | $4,477-61.2% | $6,031-71.2% | $4,296-59.6% |
| Admin fee / account holder | $172 | $8,227-97.9% | $12,690-98.6% | $6,918-97.5% |