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 | $9,375 | $157,256-94.0% | $141,162-93.4% | $152,861-93.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 34.28% | 64.32%-30.0pp | 71.39%-37.1pp | 345.32%-311.0pp |
| Employer contribution / active EE | $585 | $5,261-88.9% | $4,735-87.6% | $4,762-87.7% |
| Participant deferral / active EE | $4,191 | $7,109-41.1% | $6,709-37.5% | $5,850-28.4% |
| Admin fee / account holder | $29 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |