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 | $9,448 | $162,781-94.2% | $133,956-92.9% | $158,922-94.1% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 21.27% | 41.94%-20.7pp | 45.09%-23.8pp | 302.83%-281.6pp |
| Employer contribution / active EE | $466 | $4,975-90.6% | $3,919-88.1% | $4,761-90.2% |
| Participant deferral / active EE | $2,202 | $5,911-62.7% | $5,048-56.4% | $5,982-63.2% |
| Admin fee / account holder | $78 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |