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 5-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 | $15,293 | $136,307-88.8% | $106,619-85.7% | $273,961-94.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 78.0%+12.0pp | 83.0%+7.0pp |
| Annual return | 12.39% | 11.05%+1.3pp | 9.42%+3.0pp | 41.45%-29.1pp |
| Employer contribution / active EE | $350 | $5,190-93.3% | $3,947-91.1% | $4,869-92.8% |
| Participant deferral / active EE | $1,911 | $4,969-61.5% | $3,930-51.4% | $5,287-63.9% |
| Admin fee / account holder | $278 | $8,625-96.8% | $6,418-95.7% | $10,132-97.3% |