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 7-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 | $15,795 | $176,056-91.0% | $159,436-90.1% | $167,490-90.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.30% | 331.75%-314.4pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $937 | $5,297-82.3% | $4,829-80.6% | $4,837-80.6% |
| Participant deferral / active EE | $5,095 | $7,750-34.3% | $7,352-30.7% | $6,341-19.7% |
| Admin fee / account holder | $279 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |