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 | $14,941 | $88,583-83.1% | $88,497-83.1% | $273,961-94.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.91% | 5.68%+0.2pp | 7.63%-1.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $8,753 | $4,502+94.4% | $4,036+116.8% | $4,869+79.8% |
| Participant deferral / active EE | $3,846 | $4,891-21.4% | $4,899-21.5% | $5,287-27.3% |
| Admin fee / account holder | $129 | $8,980-98.6% | $6,220-97.9% | $10,132-98.7% |