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 | $2,178 | $60,349-96.4% | $74,183-97.1% | $62,891-96.5% |
| Participation rate | 91.6% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.3pp |
| Annual return | 13.05% | 21.37%-8.3pp | 17.74%-4.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $93 | $1,680-94.4% | $2,370-96.1% | $2,281-95.9% |
| Participant deferral / active EE | $1,430 | $2,856-49.9% | $3,550-59.7% | $3,203-55.3% |
| Admin fee / account holder | $122 | $4,261-97.1% | $5,586-97.8% | $4,296-97.2% |