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 4-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 | $18,745 | $125,758-85.1% | $169,993-89.0% | $75,163-75.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.50% | 27.20%-2.7pp | 53.37%-28.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,230 | $4,615-30.0% | $6,785-52.4% | $2,670+21.0% |
| Participant deferral / active EE | $7,599 | $6,837+11.1% | $10,408-27.0% | $4,125+84.2% |
| Admin fee / account holder | $205 | $8,173-97.5% | $12,815-98.4% | $5,651-96.4% |