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 5-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 | $8,507 | $175,202-95.1% | $149,673-94.3% | $139,434-93.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.10% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $479 | $5,474-91.2% | $4,818-90.1% | $4,751-89.9% |
| Participant deferral / active EE | $2,497 | $6,519-61.7% | $5,680-56.0% | $6,710-62.8% |
| Admin fee / account holder | $131 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |