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 | $7,900 | $52,279-84.9% | $89,391-91.2% | $79,858-90.1% |
| Participation rate | 77.1% | 57.5%+19.5pp | 68.0%+9.1pp | 69.6%+7.5pp |
| Annual return | 22.31% | 22.16%+0.1pp | 245.62%-223.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $184 | $1,572-88.3% | $2,586-92.9% | $2,471-92.5% |
| Participant deferral / active EE | $1,839 | $2,740-32.9% | $3,890-52.7% | $3,740-50.8% |
| Admin fee / account holder | $83 | $3,356-97.5% | $4,881-98.3% | $5,306-98.4% |