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 4-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 | $803 | $148,534-99.5% | $135,903-99.4% | $139,434-99.4% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 82.77% | 79.19%+3.6pp | 68.23%+14.5pp | 372.94%-290.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $617 | $8,100-92.4% | $7,758-92.1% | $6,710-90.8% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |