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 6-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 | $14,821 | $209,832-92.9% | $189,513-92.2% | $167,490-91.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 35.22% | 748.27%-713.1pp | 555.15%-519.9pp | 478.56%-443.3pp |
| Employer contribution / active EE | $708 | $6,914-89.8% | $6,162-88.5% | $4,837-85.4% |
| Participant deferral / active EE | $6,980 | $8,935-21.9% | $8,221-15.1% | $6,341+10.1% |
| Admin fee / account holder | $42 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |