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 | $15,319 | $60,349-74.6% | $74,183-79.3% | $62,891-75.6% |
| Participation rate | 87.8% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 7.70% | 21.37%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $248 | $1,680-85.2% | $2,370-89.5% | $2,281-89.1% |
| Participant deferral / active EE | $1,573 | $2,856-44.9% | $3,550-55.7% | $3,203-50.9% |
| Admin fee / account holder | $50 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |