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 | $5,910 | $124,319-95.2% | $111,297-94.7% | $167,490-96.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 111.26% | 37.44%+73.8pp | 54.65%+56.6pp | 478.56%-367.3pp |
| Employer contribution / active EE | $292 | $3,435-91.5% | $2,731-89.3% | $4,837-94.0% |
| Participant deferral / active EE | $3,231 | $5,180-37.6% | $4,487-28.0% | $6,341-49.1% |
| Admin fee / account holder | $13 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |