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 | $12,270 | $131,829-90.7% | $108,579-88.7% | $273,961-95.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 12.12% | -91.57%+103.7pp | -51.70%+63.8pp | 41.45%-29.3pp |
| Employer contribution / active EE | $810 | $4,912-83.5% | $3,758-78.5% | $4,869-83.4% |
| Participant deferral / active EE | $5,349 | $5,127+4.3% | $4,311+24.1% | $5,287+1.2% |
| Admin fee / account holder | $226 | $10,252-97.8% | $7,645-97.0% | $10,132-97.8% |