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 7-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 | $44,464 | $309,303-85.6% | $35,483+25.3% | $309,303-85.6% |
| Participation rate | 100.0% | 96.2%+3.8pp | 92.2%+7.8pp | 96.2%+3.8pp |
| Annual return | 16.00% | 6.50%+9.5pp | 10.66%+5.3pp | 6.50%+9.5pp |
| Employer contribution / active EE | $3,075 | $25,613-88.0% | $2,141+43.6% | $25,613-88.0% |
| Participant deferral / active EE | $1,845 | $6,481-71.5% | $2,253-18.1% | $6,481-71.5% |
| Admin fee / account holder | $0 | $31,748-100.0% | $1,043-100.0% | $31,748-100.0% |