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 9-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 | $15,022 | $107,334-86.0% | $92,893-83.8% | $152,861-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.21% | 145.58%-117.4pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $409 | $4,221-90.3% | $3,653-88.8% | $4,762-91.4% |
| Participant deferral / active EE | $1,332 | $4,845-72.5% | $4,236-68.6% | $5,850-77.2% |
| Admin fee / account holder | $76 | $7,079-98.9% | $5,794-98.7% | $11,596-99.3% |