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 | $2,118 | $55,453-96.2% | $170,442-98.8% | $62,292-96.6% |
| Participation rate | 82.4% | 66.4%+16.0pp | 83.6%-1.2pp | 69.5%+12.8pp |
| Annual return | 34.64% | 21.38%+13.3pp | 205.93%-171.3pp | 28.90%+5.7pp |
| Employer contribution / active EE | $277 | $2,164-87.2% | $5,433-94.9% | $2,042-86.5% |
| Participant deferral / active EE | $931 | $2,303-59.6% | $4,939-81.1% | $3,169-70.6% |
| Admin fee / account holder | $38 | $455-91.6% | $13,880-99.7% | $479-92.0% |