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 9-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 | $15,498 | $94,625-83.6% | $116,228-86.7% | $84,808-81.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.32% | 20.40%-3.1pp | 90.06%-72.7pp | 40.90%-23.6pp |
| Employer contribution / active EE | $533 | $2,347-77.3% | $2,994-82.2% | $2,631-79.7% |
| Participant deferral / active EE | $3,682 | $3,972-7.3% | $4,953-25.7% | $4,212-12.6% |
| Admin fee / account holder | $133 | $10,091-98.7% | $11,989-98.9% | $7,344-98.2% |