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 | $14,990 | $209,411-92.8% | $178,490-91.6% | $158,922-90.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.63% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $944 | $5,706-83.5% | $5,011-81.2% | $4,761-80.2% |
| Participant deferral / active EE | $3,221 | $5,954-45.9% | $5,202-38.1% | $5,982-46.2% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |