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 6-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 | $8,515 | $176,056-95.2% | $159,436-94.7% | $167,490-94.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 33.71% | 331.75%-298.0pp | 263.57%-229.9pp | 478.56%-444.8pp |
| Employer contribution / active EE | $3,209 | $5,297-39.4% | $4,829-33.6% | $4,837-33.7% |
| Participant deferral / active EE | $4,394 | $7,750-43.3% | $7,352-40.2% | $6,341-30.7% |
| Admin fee / account holder | $192 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |