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 9-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 | $3,073 | $63,346-95.1% | $92,233-96.7% | $70,131-95.6% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 35.28% | 530.12%-494.8pp | 176.28%-141.0pp | 73.14%-37.9pp |
| Employer contribution / active EE | $432 | $2,471-82.5% | $3,679-88.3% | $2,342-81.6% |
| Participant deferral / active EE | $1,712 | $2,854-40.0% | $3,897-56.1% | $3,332-48.6% |
| Admin fee / account holder | $279 | $3,840-92.7% | $5,194-94.6% | $4,645-94.0% |