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 4-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 | $10,919 | $175,202-93.8% | $149,673-92.7% | $139,434-92.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.32% | 166.71%-117.4pp | 134.42%-85.1pp | 372.94%-323.6pp |
| Employer contribution / active EE | $780 | $5,474-85.8% | $4,818-83.8% | $4,751-83.6% |
| Participant deferral / active EE | $6,342 | $6,519-2.7% | $5,680+11.6% | $6,710-5.5% |
| Admin fee / account holder | $261 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |