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 | $8,690 | $106,515-91.8% | $96,683-91.0% | $139,434-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.05% | 38.43%-13.4pp | 35.69%-10.6pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,046 | $4,103-74.5% | $3,737-72.0% | $4,751-78.0% |
| Participant deferral / active EE | $2,144 | $5,454-60.7% | $4,878-56.1% | $6,710-68.1% |
| Admin fee / account holder | $84 | $7,877-98.9% | $6,730-98.8% | $11,403-99.3% |