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 4-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 | $4,584 | $102,604-95.5% | $86,188-94.7% | $139,434-96.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 50.87% | 1922.51%-1871.6pp | 1168.45%-1117.6pp | 372.94%-322.1pp |
| Employer contribution / active EE | $494 | $3,032-83.7% | $2,380-79.2% | $4,751-89.6% |
| Participant deferral / active EE | $2,938 | $4,676-37.2% | $3,985-26.3% | $6,710-56.2% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |