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 | $22,996 | $153,772-85.0% | $133,980-82.8% | $273,961-91.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 8.83% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $539 | $6,029-91.1% | $5,211-89.7% | $4,869-88.9% |
| Participant deferral / active EE | $4,737 | $6,958-31.9% | $6,282-24.6% | $5,287-10.4% |
| Admin fee / account holder | $92 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |