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 | $15,177 | $88,707-82.9% | $74,183-79.5% | $273,961-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.34% | 11.94%-1.6pp | 17.74%-7.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,432 | $3,159-54.7% | $2,370-39.6% | $4,869-70.6% |
| Participant deferral / active EE | $3,627 | $4,212-13.9% | $3,550+2.2% | $5,287-31.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |