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 | $3,282 | $183,519-98.2% | $155,509-97.9% | $145,922-97.8% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 74.81% | 61.17%+13.6pp | 64.67%+10.1pp | 561.29%-486.5pp |
| Employer contribution / active EE | $229 | $5,313-95.7% | $4,672-95.1% | $4,660-95.1% |
| Participant deferral / active EE | $2,113 | $6,462-67.3% | $5,626-62.4% | $6,688-68.4% |
| Admin fee / account holder | $290 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |