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 | $9,086 | $63,861-85.8% | $104,607-91.3% | $79,858-88.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 21.03% | 21.30%-0.3pp | 340.46%-319.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,998 | $1,588+25.8% | $2,681-25.5% | $2,471-19.1% |
| Participant deferral / active EE | $2,403 | $2,693-10.8% | $3,740-35.7% | $3,740-35.7% |
| Admin fee / account holder | $259 | $4,185-93.8% | $6,473-96.0% | $5,306-95.1% |