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 | $33,063 | $183,963-82.0% | $162,163-79.6% | $152,861-78.4% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 22.61% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,757 | $8,034-78.1% | $7,298-75.9% | $5,850-70.0% |
| Admin fee / account holder | $31 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |