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 8-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 | $12,533 | $217,402-94.2% | $185,823-93.3% | $167,490-92.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 81.76% | 148.36%-66.6pp | 122.05%-40.3pp | 478.56%-396.8pp |
| Employer contribution / active EE | $3,012 | $5,873-48.7% | $5,167-41.7% | $4,837-37.7% |
| Participant deferral / active EE | $2,089 | $6,356-67.1% | $5,568-62.5% | $6,341-67.1% |
| Admin fee / account holder | $101 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |