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 | $4,601 | $48,046-90.4% | $84,611-94.6% | $72,985-93.7% |
| Participation rate | 76.5% | 57.6%+18.9pp | 68.2%+8.2pp | 69.5%+7.0pp |
| Annual return | 23.87% | 37.38%-13.5pp | 258.74%-234.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $145 | $1,602-91.0% | $2,652-94.6% | $2,440-94.1% |
| Participant deferral / active EE | $1,558 | $2,680-41.9% | $3,899-60.0% | $3,607-56.8% |
| Admin fee / account holder | $229 | $3,395-93.3% | $4,912-95.3% | $5,124-95.5% |