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 8-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 | $9,925 | $210,698-95.3% | $178,014-94.4% | $145,959-93.2% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 15.67% | 386.27%-370.6pp | 294.80%-279.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $214 | $4,567-95.3% | $3,950-94.6% | $4,661-95.4% |
| Participant deferral / active EE | $1,528 | $6,958-78.0% | $6,276-75.7% | $6,689-77.2% |
| Admin fee / account holder | $88 | $12,016-99.3% | $10,362-99.1% | $13,398-99.3% |