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 | $8,226 | $136,307-94.0% | $106,619-92.3% | $273,961-97.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.81% | 11.05%-4.2pp | 9.42%-2.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,250 | $5,190-75.9% | $3,947-68.3% | $4,869-74.3% |
| Participant deferral / active EE | $960 | $4,969-80.7% | $3,930-75.6% | $5,287-81.8% |
| Admin fee / account holder | $142 | $8,625-98.4% | $6,418-97.8% | $10,132-98.6% |