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 5-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 | $2,979 | $51,197-94.2% | $82,719-96.4% | $66,914-95.5% |
| Participation rate | 76.5% | 67.8%+8.7pp | 72.6%+3.9pp | 69.8%+6.7pp |
| Annual return | -16.49% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,132 | $2,611-56.6% | $3,009-62.4% | $2,544-55.5% |
| Participant deferral / active EE | $735 | $3,458-78.8% | $4,395-83.3% | $4,237-82.7% |
| Admin fee / account holder | $49 | $416-88.2% | $5,329-99.1% | $593-91.7% |