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 7-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 | $16,878 | $133,922-87.4% | $116,228-85.5% | $142,382-88.1% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 19.61% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $645 | $3,446-81.3% | $2,994-78.5% | $4,299-85.0% |
| Participant deferral / active EE | $2,043 | $5,672-64.0% | $4,953-58.8% | $6,507-68.6% |
| Admin fee / account holder | $62 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |