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 | $2,025 | $47,479-95.7% | $62,929-96.8% | $82,448-97.5% |
| Participation rate | 83.0% | 66.9%+16.1pp | 73.1%+9.9pp | 68.1%+14.9pp |
| Annual return | 28.41% | 20.34%+8.1pp | 1063.93%-1035.5pp | 41.64%-13.2pp |
| Employer contribution / active EE | $523 | $1,885-72.3% | $2,505-79.1% | $2,551-79.5% |
| Participant deferral / active EE | $692 | $2,870-75.9% | $3,888-82.2% | $4,139-83.3% |
| Admin fee / account holder | $161 | $3,804-95.8% | $5,065-96.8% | $7,234-97.8% |