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 | $13,585 | $116,175-88.3% | $93,606-85.5% | $152,861-91.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 33.36% | 35.96%-2.6pp | 32.76%+0.6pp | 345.32%-312.0pp |
| Employer contribution / active EE | $1,805 | $3,218-43.9% | $2,718-33.6% | $4,762-62.1% |
| Participant deferral / active EE | $5,034 | $4,603+9.3% | $4,069+23.7% | $5,850-14.0% |
| Admin fee / account holder | $29 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |