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 | $3,766 | $90,348-95.8% | $75,972-95.0% | $145,922-97.4% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.1%+13.3pp | 80.3%+2.1pp |
| Annual return | 19.78% | 620.88%-601.1pp | 359.55%-339.8pp | 561.29%-541.5pp |
| Employer contribution / active EE | $798 | $3,311-75.9% | $2,685-70.3% | $4,660-82.9% |
| Participant deferral / active EE | $843 | $5,162-83.7% | $4,255-80.2% | $6,688-87.4% |
| Admin fee / account holder | $9 | $8,467-99.9% | $6,467-99.9% | $13,397-99.9% |