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 6-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 | $18,328 | $209,411-91.2% | $178,490-89.7% | $158,922-88.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 29.83% | 188.75%-158.9pp | 151.07%-121.2pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,048 | $5,706-81.6% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $5,106 | $5,954-14.2% | $5,202-1.8% | $5,982-14.6% |
| Admin fee / account holder | $107 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |