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 3-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 | $4,226 | $80,968-94.8% | $96,544-95.6% | $75,163-94.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $58 | $2,282-97.4% | $2,965-98.0% | $2,670-97.8% |
| Participant deferral / active EE | $3,978 | $3,928+1.3% | $4,851-18.0% | $4,125-3.6% |
| Admin fee / account holder | $6 | $6,724-99.9% | $8,252-99.9% | $5,651-99.9% |