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 | $2,975 | $117,983-97.5% | $101,794-97.1% | $142,382-97.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 28.59% | 36.92%-8.3pp | 30.53%-1.9pp | 217.08%-188.5pp |
| Employer contribution / active EE | $602 | $2,773-78.3% | $2,289-73.7% | $4,299-86.0% |
| Participant deferral / active EE | $602 | $4,714-87.2% | $4,084-85.3% | $6,507-90.8% |
| Admin fee / account holder | $214 | $10,433-97.9% | $8,777-97.6% | $12,624-98.3% |