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 3-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 | $2,420 | $88,751-97.3% | $81,812-97.0% | $145,922-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.08% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $29 | $3,083-99.1% | $2,912-99.0% | $4,660-99.4% |
| Participant deferral / active EE | $1,575 | $4,643-66.1% | $4,319-63.5% | $6,688-76.5% |
| Admin fee / account holder | $3 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |