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 | $16,310 | $78,705-79.3% | $117,854-86.2% | $70,131-76.7% |
| Participation rate | 83.8% | 73.2%+10.6pp | 79.7%+4.1pp | 69.5%+14.2pp |
| Annual return | 12.82% | 23.30%-10.5pp | 335.08%-322.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,889 | $3,297-12.4% | $4,482-35.5% | $3,332-13.3% |
| Admin fee / account holder | $190 | $5,065-96.2% | $8,020-97.6% | $4,645-95.9% |