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.
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 | $6,495 | $210,648-96.9% | $177,989-96.4% | $145,922-95.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 26.68% | 385.86%-359.2pp | 294.48%-267.8pp | 561.29%-534.6pp |
| Employer contribution / active EE | $560 | $4,565-87.7% | $3,949-85.8% | $4,660-88.0% |
| Participant deferral / active EE | $2,517 | $6,958-63.8% | $6,276-59.9% | $6,688-62.4% |
| Admin fee / account holder | $178 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |