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 | $10,582 | $105,931-90.0% | $81,930-87.1% | $158,922-93.3% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.0%+0.7pp | 82.0%-9.2pp |
| Annual return | 19.26% | 38.17%-18.9pp | 29.49%-10.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,931 | $13,003-77.5% | $7,107-58.8% | $5,982-51.0% |
| Admin fee / account holder | $110 | $8,489-98.7% | $5,158-97.9% | $11,246-99.0% |