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 | $4,990 | $148,534-96.6% | $135,903-96.3% | $139,434-96.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 194.26% | 79.19%+115.1pp | 68.23%+126.0pp | 372.94%-178.7pp |
| Employer contribution / active EE | $904 | $5,243-82.8% | $4,856-81.4% | $4,751-81.0% |
| Participant deferral / active EE | $4,107 | $8,100-49.3% | $7,758-47.1% | $6,710-38.8% |
| Admin fee / account holder | $155 | $12,400-98.7% | $10,762-98.6% | $11,403-98.6% |