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 | $10,434 | $165,335-93.7% | $149,696-93.0% | $158,922-93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.43% | 348.15%-302.7pp | 276.60%-231.2pp | 302.83%-257.4pp |
| Employer contribution / active EE | $4,048 | $5,103-20.7% | $4,644-12.8% | $4,761-15.0% |
| Participant deferral / active EE | $4,987 | $7,181-30.6% | $6,842-27.1% | $5,982-16.6% |
| Admin fee / account holder | $255 | $10,807-97.6% | $9,309-97.3% | $11,246-97.7% |