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 | $11,675 | $87,841-86.7% | $133,980-91.3% | $62,891-81.4% |
| Participation rate | 80.4% | 83.4%-2.9pp | 87.1%-6.6pp | 69.3%+11.1pp |
| Annual return | 19.05% | 12.05%+7.0pp | 29.30%-10.2pp | 20.14%-1.1pp |
| Employer contribution / active EE | $460 | $3,483-86.8% | $5,211-91.2% | $2,281-79.8% |
| Participant deferral / active EE | $2,331 | $4,812-51.6% | $6,282-62.9% | $3,203-27.2% |
| Admin fee / account holder | $151 | $5,371-97.2% | $9,324-98.4% | $4,296-96.5% |