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 8-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 | $6,374 | $98,750-93.5% | $149,696-95.7% | $79,858-92.0% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 31.99% | 27.43%+4.6pp | 276.60%-244.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $1,061 | $3,216-67.0% | $4,644-77.1% | $2,471-57.0% |
| Participant deferral / active EE | $1,454 | $5,680-74.4% | $6,842-78.7% | $3,740-61.1% |
| Admin fee / account holder | $256 | $6,053-95.8% | $9,309-97.2% | $5,306-95.2% |