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 | $21,112 | $131,829-84.0% | $108,579-80.6% | $273,961-92.3% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.6%+10.9pp | 83.0%+7.5pp |
| Annual return | 4.56% | -91.57%+96.1pp | -51.70%+56.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $672 | $4,912-86.3% | $3,758-82.1% | $4,869-86.2% |
| Participant deferral / active EE | $1,893 | $5,127-63.1% | $4,311-56.1% | $5,287-64.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |