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 | $2,798 | $76,407-96.3% | $150,298-98.1% | $82,448-96.6% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 19.48% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $202 | $2,614-92.3% | $4,154-95.1% | $2,551-92.1% |
| Participant deferral / active EE | $1,049 | $3,214-67.4% | $5,453-80.8% | $4,139-74.7% |
| Admin fee / account holder | $15 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |