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.
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 | $12,931 | $176,056-92.7% | $159,436-91.9% | $167,490-92.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.14% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,165 | $5,297-78.0% | $4,829-75.9% | $4,837-75.9% |
| Participant deferral / active EE | $1,826 | $7,750-76.4% | $7,352-75.2% | $6,341-71.2% |
| Admin fee / account holder | $134 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |