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 | $21,166 | $197,591-89.3% | $177,821-88.1% | $158,922-86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.48% | 58.76%-40.3pp | 48.32%-29.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,612 | $6,697-75.9% | $5,918-72.8% | $4,761-66.2% |
| Participant deferral / active EE | $4,671 | $8,405-44.4% | $7,714-39.4% | $5,982-21.9% |
| Admin fee / account holder | $251 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |