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 | $16,883 | $105,859-84.1% | $90,160-81.3% | $147,584-88.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.97% | 37.63%-15.7pp | 34.88%-12.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,703 | $4,126+38.2% | $3,318+71.9% | $4,876+17.0% |
| Participant deferral / active EE | $1,381 | $5,733-75.9% | $5,288-73.9% | $5,439-74.6% |
| Admin fee / account holder | $286 | $8,046-96.4% | $5,943-95.2% | $10,885-97.4% |