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 10-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 | $41,083 | $148,978-72.4% | $200,582-79.5% | $84,808-51.6% |
| Participation rate | 81.4% | 84.2%-2.8pp | 86.9%-5.5pp | 68.3%+13.1pp |
| Annual return | 21.05% | 28.16%-7.1pp | 42.33%-21.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,342 | $4,815-72.1% | $6,419-79.1% | $2,631-49.0% |
| Participant deferral / active EE | $4,343 | $7,142-39.2% | $9,331-53.5% | $4,212+3.1% |
| Admin fee / account holder | $176 | $13,977-98.7% | $16,305-98.9% | $7,344-97.6% |