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 6-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 | $6,405 | $81,248-92.1% | $155,509-95.9% | $80,856-92.1% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 315.35% | 33.31%+282.0pp | 64.67%+250.7pp | 35.59%+279.8pp |
| Employer contribution / active EE | $52 | $3,100-98.3% | $4,672-98.9% | $2,755-98.1% |
| Participant deferral / active EE | $1,113 | $3,452-67.8% | $5,626-80.2% | $4,296-74.1% |
| Admin fee / account holder | $13 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |