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 | $12,047 | $78,926-84.7% | $136,749-91.2% | $84,808-85.8% |
| Participation rate | 97.8% | 62.2%+35.6pp | 72.1%+25.7pp | 68.3%+29.5pp |
| Annual return | 17.34% | 18.17%-0.8pp | 24.33%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,750 | $3,168-13.2% | $4,692-41.4% | $4,212-34.7% |
| Admin fee / account holder | $235 | $6,369-96.3% | $11,386-97.9% | $7,344-96.8% |