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.
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 | $18,219 | $214,378-91.5% | $200,582-90.9% | $142,382-87.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,082 | $6,841-84.2% | $6,419-83.1% | $4,299-74.8% |
| Participant deferral / active EE | $11,724 | $9,865+18.8% | $9,331+25.6% | $6,507+80.2% |
| Admin fee / account holder | $15 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |