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 4-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 | $1,264 | $57,590-97.8% | $86,233-98.5% | $82,448-98.5% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.0%+6.0pp | 68.1%+6.9pp |
| Annual return | 21.53% | 22.41%-0.9pp | 61.39%-39.9pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $281 | $3,080-90.9% | $4,559-93.8% | $4,139-93.2% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |