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 | $3,830 | $58,694-93.5% | $142,863-97.3% | $85,850-95.5% |
| Participation rate | 80.0% | 58.5%+21.5pp | 71.9%+8.1pp | 69.3%+10.7pp |
| Annual return | 13567.30% | 27.72%+13539.6pp | 5637.54%+7929.8pp | 318.53%+13248.8pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,303 | $2,607+26.7% | $3,837-13.9% | $3,952-16.4% |
| Admin fee / account holder | $289 | $4,239-93.2% | $6,560-95.6% | $6,260-95.4% |