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 4-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 | $1,970 | $65,561-97.0% | $86,188-97.7% | $75,163-97.4% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.1pp |
| Annual return | 55.11% | 46.05%+9.1pp | 1168.45%-1113.3pp | 160.62%-105.5pp |
| Employer contribution / active EE | $322 | $1,553-79.3% | $2,380-86.5% | $2,670-87.9% |
| Participant deferral / active EE | $1,365 | $3,024-54.8% | $3,985-65.7% | $4,125-66.9% |
| Admin fee / account holder | $256 | $5,474-95.3% | $6,852-96.3% | $5,651-95.5% |