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 | $11,028 | $115,770-90.5% | $101,248-89.1% | $158,922-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.69% | 56.14%-46.4pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $268 | $4,175-93.6% | $3,660-92.7% | $4,761-94.4% |
| Participant deferral / active EE | $2,249 | $4,957-54.6% | $4,370-48.5% | $5,982-62.4% |
| Admin fee / account holder | $22 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |