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 4-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 | $5,337 | $175,202-97.0% | $149,673-96.4% | $139,434-96.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10397.83% | 166.71%+10231.1pp | 134.42%+10263.4pp | 372.94%+10024.9pp |
| Employer contribution / active EE | $787 | $5,474-85.6% | $4,818-83.7% | $4,751-83.4% |
| Participant deferral / active EE | $5,730 | $6,519-12.1% | $5,680+0.9% | $6,710-14.6% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |