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 | $14,105 | $215,361-93.5% | $171,082-91.8% | $273,961-94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,066 | $4,967-18.1% | $4,002+1.6% | $4,869-16.5% |
| Participant deferral / active EE | $9,690 | $5,543+74.8% | $4,797+102.0% | $5,287+83.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |