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 8-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 | $14,175 | $83,477-83.0% | $125,175-88.7% | $72,985-80.6% |
| Participation rate | 83.6% | 73.3%+10.3pp | 79.8%+3.9pp | 69.5%+14.2pp |
| Annual return | 21.52% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $373 | $2,345-84.1% | $3,865-90.3% | $2,440-84.7% |
| Participant deferral / active EE | $1,814 | $3,585-49.4% | $4,937-63.3% | $3,607-49.7% |
| Admin fee / account holder | $159 | $5,517-97.1% | $9,702-98.4% | $5,124-96.9% |