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 | $14,893 | $110,257-86.5% | $96,544-84.6% | $139,434-89.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 36.01% | 26.32%+9.7pp | 25.84%+10.2pp | 372.94%-336.9pp |
| Employer contribution / active EE | $3,131 | $3,620-13.5% | $2,965+5.6% | $4,751-34.1% |
| Participant deferral / active EE | $7,082 | $5,548+27.7% | $4,851+46.0% | $6,710+5.5% |
| Admin fee / account holder | $88 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |