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 | $7,354 | $83,902-91.2% | $167,512-95.6% | $84,808-91.3% |
| Participation rate | 96.0% | 66.5%+29.5pp | 77.1%+18.9pp | 68.3%+27.7pp |
| Annual return | 17.63% | 91.55%-73.9pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $280 | $2,264-87.6% | $3,882-92.8% | $2,631-89.4% |
| Participant deferral / active EE | $1,476 | $4,442-66.8% | $6,405-77.0% | $4,212-65.0% |
| Admin fee / account holder | $95 | $7,915-98.8% | $9,769-99.0% | $7,344-98.7% |