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 9-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 | $3,870 | $65,365-94.1% | $92,893-95.8% | $72,985-94.7% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.6pp |
| Annual return | 23.45% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $315 | $2,594-87.9% | $3,653-91.4% | $2,440-87.1% |
| Participant deferral / active EE | $1,398 | $3,128-55.3% | $4,236-67.0% | $3,607-61.2% |
| Admin fee / account holder | $12 | $4,251-99.7% | $5,794-99.8% | $5,124-99.8% |