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 | $14,423 | $165,335-91.3% | $149,696-90.4% | $158,922-90.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.07% | 348.15%-325.1pp | 276.60%-253.5pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,008 | $5,103-60.6% | $4,644-56.8% | $4,761-57.8% |
| Participant deferral / active EE | $2,808 | $7,181-60.9% | $6,842-59.0% | $5,982-53.1% |
| Admin fee / account holder | $46 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |