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 6-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 | $15,996 | $78,422-79.6% | $95,952-83.3% | $79,858-80.0% |
| Participation rate | 87.7% | 73.5%+14.2pp | 77.1%+10.6pp | 69.6%+18.1pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $391 | $1,945-79.9% | $2,541-84.6% | $2,471-84.2% |
| Participant deferral / active EE | $4,050 | $3,440+17.7% | $4,167-2.8% | $3,740+8.3% |
| Admin fee / account holder | $273 | $5,622-95.1% | $6,795-96.0% | $5,306-94.8% |