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 | $1,112 | $60,022-98.1% | $88,946-98.7% | $84,808-98.7% |
| Participation rate | 82.5% | 57.8%+24.7pp | 68.8%+13.7pp | 68.3%+14.2pp |
| Annual return | 32.54% | 22.43%+10.1pp | 57.82%-25.3pp | 40.90%-8.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $699 | $3,114-77.6% | $4,581-84.8% | $4,212-83.4% |
| Admin fee / account holder | $129 | $4,811-97.3% | $8,261-98.4% | $7,344-98.2% |