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 9-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 | $10,518 | $209,411-95.0% | $178,490-94.1% | $158,922-93.4% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 28.03% | 188.75%-160.7pp | 151.07%-123.0pp | 302.83%-274.8pp |
| Employer contribution / active EE | $683 | $5,706-88.0% | $5,011-86.4% | $4,761-85.7% |
| Participant deferral / active EE | $2,262 | $5,954-62.0% | $5,202-56.5% | $5,982-62.2% |
| Admin fee / account holder | $76 | $17,074-99.6% | $13,984-99.5% | $11,246-99.3% |