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 | $16,151 | $180,449-91.0% | $154,107-89.5% | $135,375-88.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | 1451.00% | 888.09%+562.9pp | 735.12%+715.9pp | 519.73%+931.3pp |
| Employer contribution / active EE | $1,233 | $6,035-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $3,680 | $5,806-36.6% | $5,081-27.6% | $5,609-34.4% |
| Admin fee / account holder | $212 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |