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 9-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 | $4,161 | $65,685-93.7% | $57,179-92.7% | $273,961-98.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,120 | $3,279-4.8% | $2,682+16.3% | $4,869-35.9% |
| Participant deferral / active EE | $1,190 | $3,782-68.5% | $3,096-61.6% | $5,287-77.5% |
| Admin fee / account holder | $11 | $4,835-99.8% | $3,139-99.7% | $10,132-99.9% |