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.
Employer 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 | $7,118 | $124,281-94.3% | $109,143-93.5% | $167,490-95.8% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 15.19% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $569 | $4,207-86.5% | $3,722-84.7% | $4,837-88.2% |
| Participant deferral / active EE | $3,427 | $5,255-34.8% | $4,653-26.3% | $6,341-46.0% |
| Admin fee / account holder | $173 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |