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 | $12,986 | $138,044-90.6% | $125,339-89.6% | $134,475-90.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.09% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $437 | $5,243-91.7% | $4,814-90.9% | $4,740-90.8% |
| Participant deferral / active EE | $4,403 | $7,799-43.5% | $7,446-40.9% | $6,400-31.2% |
| Admin fee / account holder | $229 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |