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 4-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 | $3,511 | $94,625-96.3% | $116,228-97.0% | $84,808-95.9% |
| Participation rate | 79.7% | 70.4%+9.3pp | 74.6%+5.2pp | 68.3%+11.4pp |
| Annual return | 20.59% | 20.40%+0.2pp | 90.06%-69.5pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $798 | $3,972-79.9% | $4,953-83.9% | $4,212-81.1% |
| Admin fee / account holder | $81 | $10,091-99.2% | $11,989-99.3% | $7,344-98.9% |