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 | $14,454 | $93,346-84.5% | $71,796-79.9% | $273,961-94.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 21.80% | 130.39%-108.6pp | 78.04%-56.2pp | 41.45%-19.7pp |
| Employer contribution / active EE | $2,600 | $2,733-4.9% | $1,924+35.1% | $4,869-46.6% |
| Participant deferral / active EE | $6,500 | $3,475+87.0% | $2,794+132.6% | $5,287+22.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |