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.
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 | $14,736 | $198,466-92.6% | $170,442-91.4% | $147,584-90.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.70% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $843 | $6,184-86.4% | $5,433-84.5% | $4,876-82.7% |
| Participant deferral / active EE | $5,654 | $5,629+0.4% | $4,939+14.5% | $5,439+3.9% |
| Admin fee / account holder | $158 | $16,852-99.1% | $13,880-98.9% | $10,885-98.5% |