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 | $526 | $57,016-99.1% | $84,966-99.4% | $80,856-99.3% |
| Participation rate | 94.1% | 56.3%+37.8pp | 67.5%+26.6pp | 67.6%+26.5pp |
| Annual return | 14.90% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $461 | $3,110-85.2% | $4,519-89.8% | $4,296-89.3% |
| Admin fee / account holder | $50 | $4,980-99.0% | $6,149-99.2% | $6,918-99.3% |