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 | $11,834 | $56,277-79.0% | $80,975-85.4% | $62,891-81.2% |
| Participation rate | 71.7% | 69.0%+2.8pp | 75.8%-4.1pp | 69.3%+2.4pp |
| Annual return | 8.26% | 22.12%-13.9pp | 17.10%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,034 | $4,195-51.5% | $5,696-64.3% | $3,203-36.5% |
| Admin fee / account holder | $0 | $3,741-100.0% | $5,516-100.0% | $4,296-100.0% |