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 7-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 | $19,334 | $165,335-88.3% | $149,696-87.1% | $158,922-87.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.55% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $802 | $5,103-84.3% | $4,644-82.7% | $4,761-83.2% |
| Participant deferral / active EE | $2,861 | $7,181-60.2% | $6,842-58.2% | $5,982-52.2% |
| Admin fee / account holder | $200 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |