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 10-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 | $11,079 | $198,466-94.4% | $170,442-93.5% | $147,584-92.5% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 24.52% | 257.29%-232.8pp | 205.93%-181.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $497 | $6,184-92.0% | $5,433-90.8% | $4,876-89.8% |
| Participant deferral / active EE | $3,562 | $5,629-36.7% | $4,939-27.9% | $5,439-34.5% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |