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 6-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 | $1,521 | $59,839-97.5% | $81,983-98.1% | $79,858-98.1% |
| Participation rate | 96.7% | 61.6%+35.0pp | 69.2%+27.4pp | 69.6%+27.0pp |
| Annual return | 35.37% | 17.56%+17.8pp | 41.31%-5.9pp | 31.71%+3.7pp |
| Employer contribution / active EE | $85 | $1,713-95.1% | $2,498-96.6% | $2,471-96.6% |
| Participant deferral / active EE | $1,196 | $2,695-55.6% | $3,722-67.9% | $3,740-68.0% |
| Admin fee / account holder | $30 | $4,287-99.3% | $5,664-99.5% | $5,306-99.4% |