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 8-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 | $12,681 | $118,680-89.3% | $98,907-87.2% | $158,922-92.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.48% | 372.35%-363.9pp | 196.43%-188.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $4,842 | $3,333+45.3% | $2,689+80.1% | $4,761+1.7% |
| Participant deferral / active EE | $3,250 | $5,088-36.1% | $4,244-23.4% | $5,982-45.7% |
| Admin fee / account holder | $71 | $10,131-99.3% | $6,642-98.9% | $11,246-99.4% |