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 | $28,733 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 22.46% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $674 | $6,184-89.1% | $5,433-87.6% | $4,876-86.2% |
| Participant deferral / active EE | $3,465 | $5,629-38.4% | $4,939-29.8% | $5,439-36.3% |
| Admin fee / account holder | $238 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |