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 | $8,256 | $78,672-89.5% | $109,143-92.4% | $85,850-90.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.89% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,735 | $2,735-36.6% | $3,722-53.4% | $2,565-32.4% |
| Participant deferral / active EE | $2,586 | $3,467-25.4% | $4,653-44.4% | $3,952-34.6% |
| Admin fee / account holder | $297 | $5,469-94.6% | $6,752-95.6% | $6,260-95.3% |