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 | $8,363 | $58,828-85.8% | $77,999-89.3% | $62,891-86.7% |
| Participation rate | 77.1% | 71.1%+6.1pp | 75.5%+1.6pp | 69.3%+7.8pp |
| Annual return | 38.74% | 17.16%+21.6pp | 425.96%-387.2pp | 20.14%+18.6pp |
| Employer contribution / active EE | $1,326 | $1,672-20.7% | $2,470-46.3% | $2,281-41.9% |
| Participant deferral / active EE | $976 | $2,686-63.7% | $3,497-72.1% | $3,203-69.5% |
| Admin fee / account holder | $94 | $4,393-97.9% | $5,480-98.3% | $4,296-97.8% |