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 8-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 | $9,857 | $109,881-91.0% | $150,045-93.4% | $84,808-88.4% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,396 | $3,561-60.8% | $4,693-70.2% | $2,631-46.9% |
| Participant deferral / active EE | $1,582 | $6,636-76.2% | $7,997-80.2% | $4,212-62.4% |
| Admin fee / account holder | $31 | $8,568-99.6% | $13,435-99.8% | $7,344-99.6% |