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 | $7,439 | $177,572-95.8% | $154,803-95.2% | $142,382-94.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 46.75% | 65.07%-18.3pp | 58.88%-12.1pp | 217.08%-170.3pp |
| Employer contribution / active EE | $736 | $4,810-84.7% | $4,305-82.9% | $4,299-82.9% |
| Participant deferral / active EE | $4,420 | $6,272-29.5% | $5,540-20.2% | $6,507-32.1% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |