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 9-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 | $18,521 | $183,963-89.9% | $162,163-88.6% | $152,861-87.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.75% | 150.76%-134.0pp | 115.59%-98.8pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,105 | $6,371-19.9% | $5,614-9.1% | $4,762+7.2% |
| Participant deferral / active EE | $3,373 | $8,034-58.0% | $7,298-53.8% | $5,850-42.3% |
| Admin fee / account holder | $89 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |