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 | $5,421 | $175,202-96.9% | $149,673-96.4% | $139,434-96.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 37.91% | 166.71%-128.8pp | 134.42%-96.5pp | 372.94%-335.0pp |
| Employer contribution / active EE | $436 | $5,474-92.0% | $4,818-91.0% | $4,751-90.8% |
| Participant deferral / active EE | $3,595 | $6,519-44.9% | $5,680-36.7% | $6,710-46.4% |
| Admin fee / account holder | $143 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |