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 7-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 | $9,373 | $53,822-82.6% | $75,696-87.6% | $85,850-89.1% |
| Participation rate | 80.6% | 69.1%+11.6pp | 74.8%+5.8pp | 69.3%+11.3pp |
| Annual return | 46.20% | 24.54%+21.7pp | 104.53%-58.3pp | 318.53%-272.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,043 | $2,895+5.1% | $3,821-20.4% | $3,952-23.0% |
| Admin fee / account holder | $36 | $3,343-98.9% | $3,619-99.0% | $6,260-99.4% |