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 10-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 | $21,679 | $217,402-90.0% | $185,823-88.3% | $167,490-87.1% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 12.75% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,005 | $5,873-82.9% | $5,167-80.6% | $4,837-79.2% |
| Participant deferral / active EE | $3,103 | $6,356-51.2% | $5,568-44.3% | $6,341-51.1% |
| Admin fee / account holder | $203 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |