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 | $23,812 | $180,449-86.8% | $154,107-84.5% | $135,375-82.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -4.65% | 888.09%-892.7pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,025 | $6,035-83.0% | $5,298-80.7% | $4,779-78.6% |
| Participant deferral / active EE | $3,469 | $5,806-40.2% | $5,081-31.7% | $5,609-38.1% |
| Admin fee / account holder | $82 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |