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 | $1,138 | $61,774-98.2% | $97,226-98.8% | $80,856-98.6% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.7%+13.0pp | 67.6%+18.1pp |
| Annual return | 37.98% | -557.90%+595.9pp | 75.13%-37.2pp | 35.59%+2.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $841 | $3,029-72.2% | $4,264-80.3% | $4,296-80.4% |
| Admin fee / account holder | $8 | $5,166-99.8% | $5,654-99.9% | $6,918-99.9% |