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 | $16,333 | $63,346-74.2% | $92,233-82.3% | $70,131-76.7% |
| Participation rate | 88.6% | 68.7%+19.9pp | 76.5%+12.1pp | 69.5%+19.0pp |
| Annual return | 15.17% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,449 | $2,471+39.6% | $3,679-6.2% | $2,342+47.3% |
| Participant deferral / active EE | $825 | $2,854-71.1% | $3,897-78.8% | $3,332-75.3% |
| Admin fee / account holder | $10 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |