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 5-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 | $919 | $70,669-98.7% | $169,368-99.5% | $75,163-98.8% |
| Participation rate | 77.1% | 64.8%+12.4pp | 77.1%0pp | 67.2%+10.0pp |
| Annual return | 25.81% | 36.36%-10.6pp | 405.60%-379.8pp | 160.62%-134.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $669 | $4,311-84.5% | $6,221-89.3% | $4,125-83.8% |
| Admin fee / account holder | $86 | $5,402-98.4% | $9,003-99.0% | $5,651-98.5% |