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 9-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 | $18,586 | $65,041-71.4% | $90,951-79.6% | $79,858-76.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.45% | 30.45%-11.0pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $4,265 | $1,247+241.9% | $2,122+101.0% | $2,471+72.6% |
| Participant deferral / active EE | $2,031 | $2,512-19.1% | $3,373-39.8% | $3,740-45.7% |
| Admin fee / account holder | $267 | $4,536-94.1% | $5,959-95.5% | $5,306-95.0% |