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 9-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 | $4,151 | $96,484-95.7% | $75,886-94.5% | $152,861-97.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.42% | 33.98%-17.6pp | 30.76%-14.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,532 | $3,309-53.7% | $2,500-38.7% | $4,762-67.8% |
| Participant deferral / active EE | $591 | $4,553-87.0% | $3,603-83.6% | $5,850-89.9% |
| Admin fee / account holder | $97 | $8,078-98.8% | $5,418-98.2% | $11,596-99.2% |