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 6-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 | $2,157 | $62,573-96.6% | $85,682-97.5% | $85,850-97.5% |
| Participation rate | 96.6% | 61.1%+35.4pp | 69.9%+26.7pp | 69.3%+27.2pp |
| Annual return | 14.12% | 23.77%-9.6pp | 21.49%-7.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $87 | $1,757-95.1% | $2,618-96.7% | $2,565-96.6% |
| Participant deferral / active EE | $1,189 | $2,802-57.6% | $3,923-69.7% | $3,952-69.9% |
| Admin fee / account holder | $0 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |