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 3-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 | $494 | $72,071-99.3% | $68,368-99.3% | $137,256-99.6% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.0%+15.9pp |
| Annual return | 20.41% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $279 | $4,410-93.7% | $4,123-93.2% | $6,407-95.7% |
| Admin fee / account holder | $53 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |