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 7-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 | $1,240 | $27,641-95.5% | $61,373-98.0% | $68,494-98.2% |
| Participation rate | 86.1% | 39.5%+46.6pp | 52.6%+33.5pp | 67.9%+18.2pp |
| Annual return | -20.04% | -13.24%-6.8pp | 338.61%-358.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $16 | $695-97.7% | $1,159-98.6% | $2,596-99.4% |
| Participant deferral / active EE | $659 | $1,263-47.8% | $2,125-69.0% | $4,027-83.6% |
| Admin fee / account holder | $7 | $2,010-99.7% | $2,130-99.7% | $5,403-99.9% |