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 6-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 | $937 | $60,124-98.4% | $90,404-99.0% | $79,858-98.8% |
| Participation rate | 94.7% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.1pp |
| Annual return | 137.33% | 71.94%+65.4pp | 1293.02%-1155.7pp | 31.71%+105.6pp |
| Employer contribution / active EE | $361 | $2,068-82.5% | $3,262-88.9% | $2,471-85.4% |
| Participant deferral / active EE | $456 | $2,938-84.5% | $3,963-88.5% | $3,740-87.8% |
| Admin fee / account holder | $3 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |