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 | $6,486 | $56,277-88.5% | $80,975-92.0% | $62,891-89.7% |
| Participation rate | 78.7% | 69.0%+9.8pp | 75.8%+2.9pp | 69.3%+9.4pp |
| Annual return | 26.28% | 22.12%+4.2pp | 17.10%+9.2pp | 20.14%+6.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,488 | $4,195-16.8% | $5,696-38.8% | $3,203+8.9% |
| Admin fee / account holder | $5 | $3,741-99.9% | $5,516-99.9% | $4,296-99.9% |