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 | $8,657 | $157,256-94.5% | $141,162-93.9% | $152,861-94.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 33.79% | 64.32%-30.5pp | 71.39%-37.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $1,488 | $5,261-71.7% | $4,735-68.6% | $4,762-68.8% |
| Participant deferral / active EE | $2,211 | $7,109-68.9% | $6,709-67.0% | $5,850-62.2% |
| Admin fee / account holder | $155 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |