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 3-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 | $15,499 | $132,634-88.3% | $115,768-86.6% | $137,256-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.80% | 160.70%-140.9pp | 100.46%-80.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $190 | $3,360-94.4% | $2,940-93.5% | $4,156-95.4% |
| Participant deferral / active EE | $4,744 | $5,619-15.6% | $4,917-3.5% | $6,407-26.0% |
| Admin fee / account holder | $104 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |