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 | $6,388 | $107,334-94.0% | $92,893-93.1% | $152,861-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 39.49% | 145.58%-106.1pp | 109.41%-69.9pp | 345.32%-305.8pp |
| Employer contribution / active EE | $609 | $4,221-85.6% | $3,653-83.3% | $4,762-87.2% |
| Participant deferral / active EE | $3,487 | $4,845-28.0% | $4,236-17.7% | $5,850-40.4% |
| Admin fee / account holder | $160 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |