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 5-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 | $9,442 | $106,515-91.1% | $96,683-90.2% | $139,434-93.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 27.98% | 38.43%-10.4pp | 35.69%-7.7pp | 372.94%-345.0pp |
| Employer contribution / active EE | $525 | $4,103-87.2% | $3,737-85.9% | $4,751-88.9% |
| Participant deferral / active EE | $3,631 | $5,454-33.4% | $4,878-25.6% | $6,710-45.9% |
| Admin fee / account holder | $29 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |