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 | $8,250 | $65,365-87.4% | $92,893-91.1% | $72,985-88.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.13% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,656 | $2,594-36.2% | $3,653-54.7% | $2,440-32.1% |
| Participant deferral / active EE | $2,411 | $3,128-22.9% | $4,236-43.1% | $3,607-33.2% |
| Admin fee / account holder | $117 | $4,251-97.3% | $5,794-98.0% | $5,124-97.7% |