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 9-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 | $13,650 | $110,257-87.6% | $96,544-85.9% | $139,434-90.2% |
| Participation rate | 79.2% | 78.1%+1.1pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 18.42% | 26.32%-7.9pp | 25.84%-7.4pp | 372.94%-354.5pp |
| Employer contribution / active EE | $233 | $3,620-93.6% | $2,965-92.1% | $4,751-95.1% |
| Participant deferral / active EE | $1,816 | $5,548-67.3% | $4,851-62.6% | $6,710-72.9% |
| Admin fee / account holder | $44 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |