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 | $7,121 | $96,484-92.6% | $75,886-90.6% | $152,861-95.3% |
| Participation rate | 89.5% | 76.2%+13.3pp | 69.3%+20.2pp | 82.4%+7.0pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,547 | $3,309-53.3% | $2,500-38.1% | $4,762-67.5% |
| Participant deferral / active EE | $3,960 | $4,553-13.0% | $3,603+9.9% | $5,850-32.3% |
| Admin fee / account holder | $223 | $8,078-97.2% | $5,418-95.9% | $11,596-98.1% |