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 | $210,648-95.3% | $177,989-94.4% | $145,922-93.2% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 15.67% | 385.86%-370.2pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $214 | $4,565-95.3% | $3,949-94.6% | $4,660-95.4% |
| Participant deferral / active EE | $1,528 | $6,958-78.0% | $6,276-75.6% | $6,688-77.1% |
| Admin fee / account holder | $88 | $12,013-99.3% | $10,363-99.2% | $13,397-99.3% |