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 10-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 | $22,951 | $171,865-86.6% | $149,718-84.7% | $147,584-84.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 96.17% | 2113.22%-2017.0pp | 1501.63%-1405.5pp | 578.55%-482.4pp |
| Employer contribution / active EE | $1,032 | $6,275-83.6% | $5,445-81.0% | $4,876-78.8% |
| Participant deferral / active EE | $11,331 | $7,271+55.8% | $6,569+72.5% | $5,439+108.3% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |