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 4-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 | $2,116 | $80,717-97.4% | $154,803-98.6% | $84,808-97.5% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 28.58% | 37.96%-9.4pp | 58.88%-30.3pp | 40.90%-12.3pp |
| Employer contribution / active EE | $465 | $2,761-83.2% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $692 | $3,303-79.0% | $5,540-87.5% | $4,212-83.6% |
| Admin fee / account holder | $276 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |