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 | $5,576 | $114,381-95.1% | $107,525-94.8% | $142,382-96.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 32.25% | 242.71%-210.5pp | 181.32%-149.1pp | 217.08%-184.8pp |
| Employer contribution / active EE | $318 | $4,015-92.1% | $3,754-91.5% | $4,299-92.6% |
| Participant deferral / active EE | $2,167 | $5,564-61.1% | $5,116-57.6% | $6,507-66.7% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |