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 | $8,196 | $43,723-81.3% | $121,196-93.2% | $64,186-87.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 279.07% | 68.91%+210.2pp | 16.93%+262.1pp | 7.63%+271.4pp |
| Employer contribution / active EE | $135 | $1,296-89.6% | $4,022-96.6% | $2,381-94.3% |
| Participant deferral / active EE | $2,217 | $2,280-2.8% | $3,344-33.7% | $3,470-36.1% |
| Admin fee / account holder | $19 | $3,501-99.5% | $5,019-99.6% | $4,888-99.6% |