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 | $27,957 | $202,318-86.2% | $172,739-83.8% | $152,861-81.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 409.58% | 1029.65%-620.1pp | 802.84%-393.3pp | 345.32%+64.3pp |
| Employer contribution / active EE | $714 | $5,856-87.8% | $5,143-86.1% | $4,762-85.0% |
| Participant deferral / active EE | $2,305 | $5,948-61.2% | $5,198-55.6% | $5,850-60.6% |
| Admin fee / account holder | $109 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |