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 | $10,222 | $175,202-94.2% | $149,673-93.2% | $139,434-92.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 26.83% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $737 | $5,474-86.5% | $4,818-84.7% | $4,751-84.5% |
| Participant deferral / active EE | $4,468 | $6,519-31.5% | $5,680-21.3% | $6,710-33.4% |
| Admin fee / account holder | $139 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |