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 | $9,563 | $124,281-92.3% | $109,143-91.2% | $167,490-94.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 10.15% | 26.04%-15.9pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $182 | $4,207-95.7% | $3,722-95.1% | $4,837-96.2% |
| Participant deferral / active EE | $1,838 | $5,255-65.0% | $4,653-60.5% | $6,341-71.0% |
| Admin fee / account holder | $25 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |