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 | $18,060 | $162,781-88.9% | $133,956-86.5% | $158,922-88.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.06% | 41.94%-28.9pp | 45.09%-32.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,158 | $4,975-76.7% | $3,919-70.5% | $4,761-75.7% |
| Participant deferral / active EE | $4,017 | $5,911-32.0% | $5,048-20.4% | $5,982-32.9% |
| Admin fee / account holder | $74 | $11,736-99.4% | $8,927-99.2% | $11,246-99.3% |