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 | $12,968 | $65,365-80.2% | $92,893-86.0% | $72,985-82.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 32.98% | 42.10%-9.1pp | 109.41%-76.4pp | 81.00%-48.0pp |
| Employer contribution / active EE | $1,646 | $2,594-36.5% | $3,653-54.9% | $2,440-32.5% |
| Participant deferral / active EE | $3,234 | $3,128+3.4% | $4,236-23.7% | $3,607-10.4% |
| Admin fee / account holder | $181 | $4,251-95.7% | $5,794-96.9% | $5,124-96.5% |