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 | $10,761 | $77,419-86.1% | $69,455-84.5% | $152,861-93.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 27.17% | 39.06%-11.9pp | 28.97%-1.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,815 | $3,315-15.1% | $2,779+1.3% | $4,762-40.9% |
| Participant deferral / active EE | $2,697 | $4,414-38.9% | $3,535-23.7% | $5,850-53.9% |
| Admin fee / account holder | $2 | $6,207-100.0% | $3,839-99.9% | $11,596-100.0% |