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 | $2,661 | $215,361-98.8% | $171,082-98.4% | $273,961-99.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 76.7%+13.3pp | 83.0%+7.0pp |
| Annual return | 13.97% | 25.14%-11.2pp | 32.56%-18.6pp | 41.45%-27.5pp |
| Employer contribution / active EE | $217 | $4,967-95.6% | $4,002-94.6% | $4,869-95.6% |
| Participant deferral / active EE | $1,235 | $5,543-77.7% | $4,797-74.3% | $5,287-76.6% |
| Admin fee / account holder | $2 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |