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 | $23,171 | $123,793-81.3% | $177,821-87.0% | $79,858-71.0% |
| Participation rate | 94.5% | 84.7%+9.9pp | 87.7%+6.8pp | 69.6%+24.9pp |
| Annual return | 17.63% | 22.82%-5.2pp | 48.32%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $573 | $4,095-86.0% | $5,918-90.3% | $2,471-76.8% |
| Participant deferral / active EE | $3,390 | $5,956-43.1% | $7,714-56.1% | $3,740-9.4% |
| Admin fee / account holder | $97 | $7,243-98.7% | $12,427-99.2% | $5,306-98.2% |