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 3-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 | $1,211 | $30,400-96.0% | $53,898-97.8% | $84,808-98.6% |
| Participation rate | 73.8% | 46.4%+27.4pp | 55.0%+18.8pp | 68.3%+5.5pp |
| Annual return | 64.03% | 500.19%-436.2pp | 528.60%-464.6pp | 40.90%+23.1pp |
| Employer contribution / active EE | $66 | $603-89.1% | $932-92.9% | $2,631-97.5% |
| Participant deferral / active EE | $765 | $1,199-36.2% | $1,826-58.1% | $4,212-81.8% |
| Admin fee / account holder | $20 | $1,993-99.0% | $2,491-99.2% | $7,344-99.7% |