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 3-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 | $5,463 | $106,584-94.9% | $101,326-94.6% | $142,382-96.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.51% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,513 | $3,956-61.8% | $3,665-58.7% | $4,299-64.8% |
| Participant deferral / active EE | $3,100 | $8,297-62.6% | $7,994-61.2% | $6,507-52.4% |
| Admin fee / account holder | $11 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |