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 3-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 | $3,430 | $68,097-95.0% | $62,929-94.5% | $137,256-97.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 21.49% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $173 | $2,811-93.8% | $2,505-93.1% | $4,156-95.8% |
| Participant deferral / active EE | $856 | $4,553-81.2% | $3,888-78.0% | $6,407-86.6% |
| Admin fee / account holder | $182 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |