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 | $1,252 | $109,982-98.9% | $97,226-98.7% | $145,922-99.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 72.7%+11.5pp | 80.3%+3.9pp |
| Annual return | 32.10% | 242.90%-210.8pp | 75.13%-43.0pp | 561.29%-529.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,065 | $4,676-77.2% | $4,264-75.0% | $6,688-84.1% |
| Admin fee / account holder | $4 | $6,221-99.9% | $5,654-99.9% | $13,397-100.0% |