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 | $14,553 | $112,881-87.1% | $90,951-84.0% | $158,922-90.8% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 10.52% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $206 | $2,893-92.9% | $2,122-90.3% | $4,761-95.7% |
| Participant deferral / active EE | $1,145 | $4,128-72.3% | $3,373-66.1% | $5,982-80.9% |
| Admin fee / account holder | $254 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |