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 | $7,132 | $57,354-87.6% | $83,848-91.5% | $64,186-88.9% |
| Participation rate | 79.7% | 68.6%+11.1pp | 76.1%+3.6pp | 69.6%+10.2pp |
| Annual return | -1.14% | 11.38%-12.5pp | 850.88%-852.0pp | 7.63%-8.8pp |
| Employer contribution / active EE | $510 | $2,545-80.0% | $3,631-86.0% | $2,381-78.6% |
| Participant deferral / active EE | $1,305 | $2,993-56.4% | $4,082-68.0% | $3,470-62.4% |
| Admin fee / account holder | $52 | $4,046-98.7% | $5,478-99.0% | $4,888-98.9% |