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 | $18,060 | $56,199-67.9% | $67,652-73.3% | $59,632-69.7% |
| Participation rate | 86.1% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | -0.61% | 18505.31%-18505.9pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $279 | $1,614-82.7% | $2,266-87.7% | $2,203-87.4% |
| Participant deferral / active EE | $1,825 | $2,844-35.8% | $3,560-48.7% | $3,192-42.8% |
| Admin fee / account holder | $31 | $3,958-99.2% | $4,821-99.4% | $4,297-99.3% |