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 9-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 | $22,300 | $180,449-87.6% | $154,107-85.5% | $135,375-83.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.21% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $399 | $6,035-93.4% | $5,298-92.5% | $4,779-91.6% |
| Participant deferral / active EE | $4,177 | $5,806-28.1% | $5,081-17.8% | $5,609-25.5% |
| Admin fee / account holder | $52 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |