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 | $2,429 | $172,111-98.6% | $150,298-98.4% | $137,256-98.2% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 31.79% | 69.37%-37.6pp | 62.79%-31.0pp | 220.34%-188.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,088 | $6,166-82.4% | $5,453-80.1% | $6,407-83.0% |
| Admin fee / account holder | $79 | $16,471-99.5% | $14,116-99.4% | $12,270-99.4% |