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 3-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 | $7,594 | $133,922-94.3% | $116,228-93.5% | $142,382-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.91% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $928 | $3,446-73.1% | $2,994-69.0% | $4,299-78.4% |
| Participant deferral / active EE | $2,387 | $5,672-57.9% | $4,953-51.8% | $6,507-63.3% |
| Admin fee / account holder | $207 | $14,945-98.6% | $11,989-98.3% | $12,624-98.4% |