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 | $1,630 | $53,516-97.0% | $126,539-98.7% | $84,808-98.1% |
| Participation rate | 83.3% | 58.2%+25.1pp | 69.8%+13.5pp | 68.3%+15.0pp |
| Annual return | 14.06% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $505 | $2,671-81.1% | $4,083-87.6% | $4,212-88.0% |
| Admin fee / account holder | $18 | $4,497-99.6% | $6,065-99.7% | $7,344-99.8% |