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 | $18,257 | $124,319-85.3% | $111,297-83.6% | $167,490-89.1% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 13.12% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $451 | $3,435-86.9% | $2,731-83.5% | $4,837-90.7% |
| Participant deferral / active EE | $2,487 | $5,180-52.0% | $4,487-44.6% | $6,341-60.8% |
| Admin fee / account holder | $97 | $10,618-99.1% | $7,964-98.8% | $12,309-99.2% |