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 | $7,887 | $106,584-92.6% | $101,326-92.2% | $142,382-94.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 19.48% | 36.93%-17.5pp | 36.82%-17.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $777 | $3,956-80.4% | $3,665-78.8% | $4,299-81.9% |
| Participant deferral / active EE | $995 | $8,297-88.0% | $7,994-87.6% | $6,507-84.7% |
| Admin fee / account holder | $1 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |