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 8-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 | $4,803 | $202,432-97.6% | $169,368-97.2% | $139,434-96.6% |
| Participation rate | 95.7% | 81.1%+14.6pp | 77.1%+18.5pp | 80.3%+15.3pp |
| Annual return | 19.34% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $348 | $4,692-92.6% | $4,013-91.3% | $4,751-92.7% |
| Participant deferral / active EE | $2,138 | $6,938-69.2% | $6,221-65.6% | $6,710-68.1% |
| Admin fee / account holder | $29 | $10,708-99.7% | $9,003-99.7% | $11,403-99.7% |