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.
Employer 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 | $4,865 | $106,515-95.4% | $96,683-95.0% | $139,434-96.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 37.46% | 38.43%-1.0pp | 35.69%+1.8pp | 372.94%-335.5pp |
| Employer contribution / active EE | $341 | $4,103-91.7% | $3,737-90.9% | $4,751-92.8% |
| Participant deferral / active EE | $2,118 | $5,454-61.2% | $4,878-56.6% | $6,710-68.4% |
| Admin fee / account holder | $93 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |