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 | $2,933 | $159,901-98.2% | $146,958-98.0% | $145,922-98.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,576 | $5,286-70.2% | $4,933-68.1% | $4,660-66.2% |
| Participant deferral / active EE | $1,598 | $8,428-81.0% | $8,070-80.2% | $6,688-76.1% |
| Admin fee / account holder | $225 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |