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 4-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 | $10,055 | $165,984-93.9% | $164,813-93.9% | $145,922-93.1% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 23.07% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,055 | $5,273-80.0% | $4,341-75.7% | $4,660-77.4% |
| Participant deferral / active EE | $2,366 | $6,959-66.0% | $6,031-60.8% | $6,688-64.6% |
| Admin fee / account holder | $67 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |