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 6-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 | $6,449 | $70,475-90.8% | $100,516-93.6% | $79,858-91.9% |
| Participation rate | 73.7% | 73.7%0pp | 79.4%-5.7pp | 69.6%+4.1pp |
| Annual return | 37.89% | 21.90%+16.0pp | 30.89%+7.0pp | 31.71%+6.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,402 | $5,181-53.6% | $6,270-61.7% | $3,740-35.8% |
| Admin fee / account holder | $76 | $4,478-98.3% | $8,081-99.1% | $5,306-98.6% |