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.
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 | $4,201 | $48,795-91.4% | $65,493-93.6% | $84,808-95.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.88% | 20.20%-6.3pp | 982.45%-968.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $558 | $1,930-71.1% | $2,574-78.3% | $2,631-78.8% |
| Participant deferral / active EE | $639 | $2,928-78.2% | $3,961-83.9% | $4,212-84.8% |
| Admin fee / account holder | $67 | $3,877-98.3% | $5,028-98.7% | $7,344-99.1% |