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 | $14,231 | $209,411-93.2% | $178,490-92.0% | $158,922-91.0% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 38.57% | 188.75%-150.2pp | 151.07%-112.5pp | 302.83%-264.3pp |
| Employer contribution / active EE | $753 | $5,706-86.8% | $5,011-85.0% | $4,761-84.2% |
| Participant deferral / active EE | $2,228 | $5,954-62.6% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $137 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |