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 4-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 | $1,618 | $95,803-98.3% | $113,168-98.6% | $84,808-98.1% |
| Participation rate | 82.3% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+13.9pp |
| Annual return | 16.11% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $688 | $4,242-83.8% | $5,107-86.5% | $4,212-83.7% |
| Admin fee / account holder | $127 | $8,989-98.6% | $12,068-98.9% | $7,344-98.3% |