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 7-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 | $7,146 | $115,770-93.8% | $101,248-92.9% | $158,922-95.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 25.05% | 56.14%-31.1pp | 46.47%-21.4pp | 302.83%-277.8pp |
| Employer contribution / active EE | $419 | $4,175-90.0% | $3,660-88.5% | $4,761-91.2% |
| Participant deferral / active EE | $2,389 | $4,957-51.8% | $4,370-45.3% | $5,982-60.1% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |