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 4-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 | $2,410 | $96,305-97.5% | $80,569-97.0% | $139,434-98.3% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 37.58% | 1350.08%-1312.5pp | 935.43%-897.8pp | 372.94%-335.4pp |
| Employer contribution / active EE | $224 | $3,262-93.1% | $2,723-91.8% | $4,751-95.3% |
| Participant deferral / active EE | $1,038 | $5,232-80.2% | $4,447-76.7% | $6,710-84.5% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |