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 7-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 | $16,542 | $165,335-90.0% | $149,696-88.9% | $158,922-89.6% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 52.80% | 348.15%-295.3pp | 276.60%-223.8pp | 302.83%-250.0pp |
| Employer contribution / active EE | $416 | $5,103-91.8% | $4,644-91.0% | $4,761-91.3% |
| Participant deferral / active EE | $9,683 | $7,181+34.8% | $6,842+41.5% | $5,982+61.9% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |