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 | $14,835 | $85,766-82.7% | $136,294-89.1% | $70,131-78.8% |
| Participation rate | 83.6% | 74.2%+9.5pp | 81.9%+1.7pp | 69.5%+14.1pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,192 | $2,966-59.8% | $4,695-74.6% | $2,342-49.1% |
| Participant deferral / active EE | $1,367 | $5,051-72.9% | $6,247-78.1% | $3,332-59.0% |
| Admin fee / account holder | $34 | $5,420-99.4% | $9,243-99.6% | $4,645-99.3% |