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 | $3,508 | $57,281-93.9% | $86,612-95.9% | $75,163-95.3% |
| Participation rate | 86.5% | 63.2%+23.3pp | 71.7%+14.8pp | 67.2%+19.3pp |
| Annual return | 16.27% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,315 | $3,318-30.2% | $4,438-47.8% | $4,125-43.9% |
| Admin fee / account holder | $74 | $4,112-98.2% | $5,614-98.7% | $5,651-98.7% |