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.
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 | $25,859 | $197,591-86.9% | $177,821-85.5% | $158,922-83.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.63% | 58.76%-35.1pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,588 | $6,697-76.3% | $5,918-73.2% | $4,761-66.7% |
| Participant deferral / active EE | $9,934 | $8,405+18.2% | $7,714+28.8% | $5,982+66.1% |
| Admin fee / account holder | $158 | $15,399-99.0% | $12,427-98.7% | $11,246-98.6% |