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 | $6,428 | $227,553-97.2% | $189,557-96.6% | $167,490-96.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.03% | 78.40%-56.4pp | 64.17%-42.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,380 | $5,316-74.0% | $4,412-68.7% | $4,837-71.5% |
| Participant deferral / active EE | $2,670 | $7,002-61.9% | $6,174-56.7% | $6,341-57.9% |
| Admin fee / account holder | $19 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |