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 6-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 | $16,184 | $197,591-91.8% | $177,821-90.9% | $158,922-89.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 23.32% | 58.76%-35.4pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,225 | $6,697-81.7% | $5,918-79.3% | $4,761-74.3% |
| Participant deferral / active EE | $3,730 | $8,405-55.6% | $7,714-51.6% | $5,982-37.6% |
| Admin fee / account holder | $14 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |