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 | $20,442 | $78,672-74.0% | $109,143-81.3% | $85,850-76.2% |
| Participation rate | 98.9% | 68.3%+30.6pp | 75.9%+23.0pp | 69.3%+29.5pp |
| Annual return | 22.28% | 25.09%-2.8pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $388 | $2,735-85.8% | $3,722-89.6% | $2,565-84.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $138 | $5,469-97.5% | $6,752-98.0% | $6,260-97.8% |