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 | $17,324 | $103,376-83.2% | $87,100-80.1% | $152,861-88.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 20.56% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $754 | $3,220-76.6% | $2,521-70.1% | $4,762-84.2% |
| Participant deferral / active EE | $894 | $4,778-81.3% | $4,049-77.9% | $5,850-84.7% |
| Admin fee / account holder | $202 | $12,205-98.3% | $7,497-97.3% | $11,596-98.3% |