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 | $19,589 | $178,174-89.0% | $156,181-87.5% | $137,256-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.75% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,993 | $4,972-59.9% | $4,294-53.6% | $4,156-52.1% |
| Participant deferral / active EE | $2,380 | $6,888-65.4% | $6,132-61.2% | $6,407-62.8% |
| Admin fee / account holder | $27 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |