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 8-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 | $4,917 | $76,367-93.6% | $93,606-94.7% | $72,985-93.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 40.41% | 25.82%+14.6pp | 32.76%+7.6pp | 81.00%-40.6pp |
| Employer contribution / active EE | $2,374 | $2,275+4.3% | $2,718-12.6% | $2,440-2.7% |
| Participant deferral / active EE | $1,678 | $3,538-52.6% | $4,069-58.8% | $3,607-53.5% |
| Admin fee / account holder | $71 | $6,838-99.0% | $7,888-99.1% | $5,124-98.6% |