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 | $28,176 | $144,119-80.4% | $117,854-76.1% | $147,584-80.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.74% | 531.15%-510.4pp | 335.08%-314.3pp | 578.55%-557.8pp |
| Employer contribution / active EE | $351 | $4,896-92.8% | $3,786-90.7% | $4,876-92.8% |
| Participant deferral / active EE | $1,770 | $5,316-66.7% | $4,482-60.5% | $5,439-67.5% |
| Admin fee / account holder | -$383 | $10,886-103.5% | $8,020-104.8% | $10,885-103.5% |