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 7-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 | $5,660 | $189,613-97.0% | $167,512-96.6% | $142,382-96.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 26.07% | 2024.68%-1998.6pp | 1615.79%-1589.7pp | 217.08%-191.0pp |
| Employer contribution / active EE | $664 | $4,349-84.7% | $3,882-82.9% | $4,299-84.6% |
| Participant deferral / active EE | $1,138 | $6,981-83.7% | $6,405-82.2% | $6,507-82.5% |
| Admin fee / account holder | $105 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |