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 7-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 | $10,421 | $83,902-87.6% | $167,512-93.8% | $84,808-87.7% |
| Participation rate | 89.2% | 66.5%+22.7pp | 77.1%+12.1pp | 68.3%+20.9pp |
| Annual return | 19.34% | 91.55%-72.2pp | 1615.79%-1596.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,601 | $4,442-41.5% | $6,405-59.4% | $4,212-38.3% |
| Admin fee / account holder | $266 | $7,915-96.6% | $9,769-97.3% | $7,344-96.4% |