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 10-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 | $5,726 | $56,199-89.8% | $67,652-91.5% | $59,632-90.4% |
| Participation rate | 96.5% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | -1.04% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $262 | $1,614-83.8% | $2,266-88.4% | $2,203-88.1% |
| Participant deferral / active EE | $1,638 | $2,844-42.4% | $3,560-54.0% | $3,192-48.7% |
| Admin fee / account holder | $183 | $3,958-95.4% | $4,821-96.2% | $4,297-95.7% |