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 | $1,810 | $49,915-96.4% | $154,803-98.8% | $74,304-97.6% |
| Participation rate | 92.7% | 54.0%+38.8pp | 78.1%+14.7pp | 60.3%+32.4pp |
| Annual return | 20.57% | 34.06%-13.5pp | 58.88%-38.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,146 | $2,255-49.2% | $5,540-79.3% | $3,767-69.6% |
| Admin fee / account holder | $26 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |