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 | $2,337 | $68,097-96.6% | $62,929-96.3% | $137,256-98.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 34.00% | 1859.11%-1825.1pp | 1063.93%-1029.9pp | 220.34%-186.3pp |
| Employer contribution / active EE | $545 | $2,811-80.6% | $2,505-78.2% | $4,156-86.9% |
| Participant deferral / active EE | $645 | $4,553-85.8% | $3,888-83.4% | $6,407-89.9% |
| Admin fee / account holder | $3 | $6,521-100.0% | $5,065-99.9% | $12,270-100.0% |