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 | $2,900 | $56,484-94.9% | $169,463-98.3% | $64,186-95.5% |
| Participation rate | 72.5% | 64.5%+8.0pp | 77.8%-5.3pp | 69.6%+2.9pp |
| Annual return | -4.77% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $517 | $1,832-71.8% | $4,159-87.6% | $2,381-78.3% |
| Participant deferral / active EE | $548 | $3,448-84.1% | $5,277-89.6% | $3,470-84.2% |
| Admin fee / account holder | $10 | $4,174-99.8% | $9,109-99.9% | $4,888-99.8% |