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 | $12,060 | $175,202-93.1% | $149,673-91.9% | $139,434-91.4% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 24.09% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $571 | $5,474-89.6% | $4,818-88.1% | $4,751-88.0% |
| Participant deferral / active EE | $2,515 | $6,519-61.4% | $5,680-55.7% | $6,710-62.5% |
| Admin fee / account holder | $276 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |