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 7-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 | $20,973 | $228,332-90.8% | $185,823-88.7% | $158,922-86.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.63% | 40.80%-35.2pp | 35.95%-30.3pp | 302.83%-297.2pp |
| Employer contribution / active EE | $360 | $4,967-92.8% | $4,087-91.2% | $4,761-92.4% |
| Participant deferral / active EE | $2,294 | $6,415-64.2% | $5,632-59.3% | $5,982-61.7% |
| Admin fee / account holder | $116 | $11,864-99.0% | $9,500-98.8% | $11,246-99.0% |