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 | $16,013 | $112,096-85.7% | $95,952-83.3% | $158,922-89.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 19.58% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $360 | $3,198-88.7% | $2,541-85.8% | $4,761-92.4% |
| Participant deferral / active EE | $1,996 | $4,784-58.3% | $4,167-52.1% | $5,982-66.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |