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 5-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 | $16,861 | $167,484-89.9% | $151,611-88.9% | $134,475-87.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.50% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,450 | $6,829-64.1% | $6,166-60.3% | $4,740-48.3% |
| Participant deferral / active EE | $8,158 | $8,986-9.2% | $8,363-2.5% | $6,400+27.5% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |