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 | $9,645 | $157,256-93.9% | $141,162-93.2% | $152,861-93.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 85.99% | 64.32%+21.7pp | 71.39%+14.6pp | 345.32%-259.3pp |
| Employer contribution / active EE | $768 | $5,261-85.4% | $4,735-83.8% | $4,762-83.9% |
| Participant deferral / active EE | $2,467 | $7,109-65.3% | $6,709-63.2% | $5,850-57.8% |
| Admin fee / account holder | $81 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |