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 | $12,567 | $159,934-92.1% | $147,005-91.5% | $145,959-91.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.00% | 98.24%-85.2pp | 418.76%-405.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,063 | $5,287-79.9% | $4,934-78.4% | $4,661-77.2% |
| Participant deferral / active EE | $1,452 | $8,427-82.8% | $8,070-82.0% | $6,689-78.3% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |