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 | $6,045 | $100,852-94.0% | $90,404-93.3% | $158,922-96.2% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 13.46% | 1724.20%-1710.7pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,040 | $4,348-76.1% | $3,963-73.8% | $5,982-82.6% |
| Admin fee / account holder | $109 | $6,501-98.3% | $5,611-98.1% | $11,246-99.0% |