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 | $13,717 | $198,466-93.1% | $170,442-92.0% | $147,584-90.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 128.65% | 257.29%-128.6pp | 205.93%-77.3pp | 578.55%-449.9pp |
| Employer contribution / active EE | $1,044 | $6,184-83.1% | $5,433-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,221 | $5,629-60.6% | $4,939-55.0% | $5,439-59.2% |
| Admin fee / account holder | $279 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |