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 7-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 | $9,243 | $210,648-95.6% | $177,989-94.8% | $145,922-93.7% |
| Participation rate | 94.7% | 80.8%+14.0pp | 77.1%+17.7pp | 80.3%+14.5pp |
| Annual return | 13.57% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $416 | $4,565-90.9% | $3,949-89.5% | $4,660-91.1% |
| Participant deferral / active EE | $2,331 | $6,958-66.5% | $6,276-62.9% | $6,688-65.2% |
| Admin fee / account holder | $92 | $12,013-99.2% | $10,363-99.1% | $13,397-99.3% |