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 | $3,228 | $48,795-93.4% | $65,493-95.1% | $84,808-96.2% |
| Participation rate | 76.9% | 67.0%+9.9pp | 73.1%+3.8pp | 68.3%+8.6pp |
| Annual return | 27.22% | 20.20%+7.0pp | 982.45%-955.2pp | 40.90%-13.7pp |
| Employer contribution / active EE | $528 | $1,930-72.6% | $2,574-79.5% | $2,631-79.9% |
| Participant deferral / active EE | $644 | $2,928-78.0% | $3,961-83.7% | $4,212-84.7% |
| Admin fee / account holder | $46 | $3,877-98.8% | $5,028-99.1% | $7,344-99.4% |