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 | $5,618 | $181,894-96.9% | $156,549-96.4% | $273,961-97.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 40.87% | 30.74%+10.1pp | 32.23%+8.6pp | 41.45%-0.6pp |
| Employer contribution / active EE | $506 | $6,248-91.9% | $5,501-90.8% | $4,869-89.6% |
| Participant deferral / active EE | $2,975 | $5,550-46.4% | $4,871-38.9% | $5,287-43.7% |
| Admin fee / account holder | $41 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |