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 10-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 | $17,452 | $99,079-82.4% | $77,999-77.6% | $273,961-93.6% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 1603406.67% | 217.93%+1603188.7pp | 425.96%+1602980.7pp | 41.45%+1603365.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,630 | $4,306-62.1% | $3,497-53.4% | $5,287-69.2% |
| Admin fee / account holder | $223 | $8,954-97.5% | $5,480-95.9% | $10,132-97.8% |