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 7-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 | $7,488 | $65,365-88.5% | $92,893-91.9% | $72,985-89.7% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.6pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,865 | $2,594-28.1% | $3,653-48.9% | $2,440-23.6% |
| Participant deferral / active EE | $1,136 | $3,128-63.7% | $4,236-73.2% | $3,607-68.5% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,794-99.7% | $5,124-99.6% |