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 9-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 | $3,155 | $107,934-97.1% | $91,989-96.6% | $152,861-97.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 24.61% | 89.24%-64.6pp | 69.02%-44.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,009 | $4,210-76.0% | $3,452-70.8% | $4,762-78.8% |
| Participant deferral / active EE | $1,321 | $6,364-79.2% | $5,923-77.7% | $5,850-77.4% |
| Admin fee / account holder | $202 | $10,520-98.1% | $7,743-97.4% | $11,596-98.3% |