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 | $27,730 | $198,466-86.0% | $170,442-83.7% | $147,584-81.2% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 16.21% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,199 | $6,184-80.6% | $5,433-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $3,113 | $5,629-44.7% | $4,939-37.0% | $5,439-42.8% |
| Admin fee / account holder | $50 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |