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 | $17,878 | $165,335-89.2% | $149,696-88.1% | $158,922-88.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 21.85% | 348.15%-326.3pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $891 | $5,103-82.5% | $4,644-80.8% | $4,761-81.3% |
| Participant deferral / active EE | $4,900 | $7,181-31.8% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $169 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |