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 10-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 | $8,717 | $65,041-86.6% | $90,951-90.4% | $79,858-89.1% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 21.05% | 30.45%-9.4pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,578 | $2,512+2.6% | $3,373-23.6% | $3,740-31.1% |
| Admin fee / account holder | $269 | $4,536-94.1% | $5,959-95.5% | $5,306-94.9% |