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 | $5,393 | $99,918-94.6% | $81,382-93.4% | $145,922-96.3% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 12.27% | 34.32%-22.1pp | 24.73%-12.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,533 | $4,605-23.3% | $3,883-9.0% | $6,688-47.2% |
| Admin fee / account holder | $98 | $8,212-98.8% | $5,768-98.3% | $13,397-99.3% |