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 | $771 | $24,730-96.9% | $66,042-98.8% | $84,808-99.1% |
| Participation rate | 88.7% | 68.1%+20.6pp | 67.5%+21.2pp | 68.3%+20.4pp |
| Annual return | 0.00% | 79.55%-79.5pp | 52.11%-52.1pp | 40.90%-40.9pp |
| Employer contribution / active EE | $360 | $857-57.9% | $1,579-77.2% | $2,631-86.3% |
| Participant deferral / active EE | $558 | $1,737-67.9% | $2,835-80.3% | $4,212-86.8% |
| Admin fee / account holder | $70 | $3,014-97.7% | $5,747-98.8% | $7,344-99.0% |