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 7-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 | $17,170 | $167,307-89.7% | $143,757-88.1% | $134,475-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.36% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $9,397 | $5,619+67.2% | $4,951+89.8% | $4,740+98.3% |
| Participant deferral / active EE | $7,917 | $6,446+22.8% | $5,637+40.4% | $6,400+23.7% |
| Admin fee / account holder | $218 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |