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 10-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 | $6,344 | $70,475-91.0% | $100,516-93.7% | $79,858-92.1% |
| Participation rate | 77.3% | 73.7%+3.6pp | 79.4%-2.1pp | 69.6%+7.6pp |
| Annual return | 20.37% | 21.90%-1.5pp | 30.89%-10.5pp | 31.71%-11.3pp |
| Employer contribution / active EE | $550 | $2,165-74.6% | $3,418-83.9% | $2,471-77.7% |
| Participant deferral / active EE | $790 | $5,181-84.7% | $6,270-87.4% | $3,740-78.9% |
| Admin fee / account holder | $85 | $4,478-98.1% | $8,081-98.9% | $5,306-98.4% |